Blog
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be encumbered with a mortgage and all of the responsibilities that go with home ownership. The US stock market has been on a relentless tear barely registering just a couple of small double-digit declines in the last 8 years. But where has this left us in terms of valuation on US stocks and why does it matter long term? Well, historically we know valuations do matter in the long-term (7-12 years or more), not necessarily in the short-term (1-3 years). Short term, ma Many people are familiar with the basic concepts of life insurance and understand that some level of protection is a necessary part of modern financial life. The question of what life insurance can actually accomplish, when considered as part of an overall financial plan, is more involved and worth a closer look. Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip. There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.Do Spouses Need the Same Amount of Life Insurance?
Submitted by Brookhaven Wealth Management on February 8th, 2018
Renting Your Home? Why Renter’s Insurance is a Must
Submitted by Brookhaven Wealth Management on January 9th, 2018
Financial Planning for Young Professionals
Submitted by Brookhaven Wealth Management on December 4th, 2017
How Political Climates Affect the Financial Market
Submitted by Brookhaven Wealth Management on July 3rd, 2017
What might one of Buffett’s favorite stock market valuation indicators tell us about a margin of safety and diversification?
Submitted by Brookhaven Wealth Management on June 21st, 2017
Financial Planning with Life Insurance
Submitted by Brookhaven Wealth Management on May 1st, 2017
How to Protect Your Finances While Traveling On Vacation
Submitted by Brookhaven Wealth Management on April 24th, 2017
Paws and Effect - The annual cost of pet ownership and how to reduce costs
Submitted by Brookhaven Wealth Management on April 17th, 2017
Beneficiary Benefits—Keeping Designees Updated Matters Big Time
Submitted by Brookhaven Wealth Management on April 11th, 2017