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Blog

The Real Cost of College

The Real Cost of College

 

It may not be what you think. 

 

Provided by Exemplar Financial Network

 

bigstock-Student-loan-18077153 250 wide.jpgHow much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you assume.

Having the Money Talk With Your Children

 

Having the Money Talk with Your Children

 

How much financial knowledge do they have?

 

Provided by Exemplar Financial Network

 

bigstock-Girl-Saving-Money-With-Family--smaller.jpgSome young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.”

Exemplar Financial Network Welcomes David Trowbridge, Financial Advisor

Exemplar Financial Network Welcomes David Trowbridge, Financial Advisor

Dave Trowbridge.jpg[Crystal Lake, IL – May 22, 2017] ] David Trowbridge joins Exemplar Financial Network’s team of financial advisors.

Exemplar Financial Network Advisor Jeffrey Bruce receives a Masters in Business Administration with Honors

Exemplar Financial Network Advisor Jeffrey Bruce receives a Masters in Business Administration with honors

Jeffrey Bruce - Financial Advisor.jpg.crop_display.jpg[Crystal Lake, IL – May 22, 2017] Jeff

Exemplar Financial Network Advisor James Mullen achieves Accredits Investment Fiduciary Designation

Exemplar Financial Network Advisor James Mullen achieves Accredited Investment Fiduciary designation.

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  • Ways the Middle Class Can Make a Difference for Charity

     

    Ways the Middle Class Can Make a Difference for Charity

    You don’t need to be wealthy to make an impact & get a win-win.

     

    Provided by Exemplar Financial Network

     

    bigstock-charity-raise-money-to-help-do-small.jpgDo you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. Consider the following options, which may bring you immediate or future tax deductions.

    Have a Plan, Not Just a Stock Portfolio

     

    Have a Plan, Not Just a Stock Portfolio

    Diversification still matters. One day, this bull market will end.

     

    Provided by Exemplar Financial Network

     

    bigstock-Retirement-Plan-Savings-Senio-small.jpgIn the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1

     

    An eight-year-old bull market is rare. This current bull is the second longest since the end of World War II; only the 1990-2000 bull run surpasses it. Since 1945, the average bull market has lasted 57 months.2

    Key Estate Planning Mistakes to Avoid

     

    Key Estate Planning Mistakes to Avoid

    Too many people make these common errors.

     

    Provided by Exemplar Financial Network

     

    bigstock-Estate-planning-worksheet-small.jpgMany affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

    When Someone Dies Without a Will

     

    When Someone Dies Without a Will

    Where do things proceed from that point?

     

    Provided by Exemplar Financial Network

     

    bigstock-Last-Will-And-Testament-small.jpgEvery day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

     

    When no valid will exists, state intestacy laws dictate how assets are distributed. These laws divide an estate evenly (or equitably) among heirs. Any assets held in joint tenancy go to the joint owner. Assets held in a trust transfer to the trust beneficiaries (with spouses getting a share of those assets in some states). Community property goes to a spouse or partner in community property states.1

    Building an Emergency Fund

     

    Building an Emergency Fund

    Everyone should aim to have a cash reserve.

     

    Provided by Exemplar Financial Network

     

    bigstock--152564342 emergency fund small.jpgWe all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.

     

     

    Imagine a 30-year-old couple with no real savings. Let’s call them Kurt and Diana. Together, they earn about $8,000 a month, but their household finances are being squeezed by education debt, rent, and the high cost of living in an affluent metro area. They have about $300 in the bank between them, and they just learned they have a baby on the way. Their need to save has never been greater. How can they do it?

    Meet your team

    Have you met your team?

    We have a wealth of experience in the financial services industry.

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