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Exemplar Editorial

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Should You Have a Living Trust?

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

How to Save Money, When Saving Seems Impossible

Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced every month. But there is hope, and there are many easy to use tools to help you make your financial goals a reality.

bigstock-Saving-Cash-Money-3063448.jpgFirst things first, it’s time to track

The old saying, failing to plan is planning to fail when thinking about savings. Plans can and should change as unexpected expenses arise, however, the importance of planning is key to understanding your spending habits and saving potential.

Planning a Family – What to Save for Right Now

bigstock-family-budget-finances-and-pe-190400608.jpgThe decision to go forward with your plans to start a family is a joyous one, but it can also lead to increased stress especially if your financial house has not been child-proofed. Considering that, on average, the cost of raising a child now exceeds $300,000, there’s little margin for error for most young families that have other important financial goals to achieve. There’s no reason why you should get caught off guard or caught in cash crunch as long as you plan ahead. The following family planning checklist contains what is deemed by most new parents as being the most essential steps in preparing for a new arrival:

Managing Money Well as a Couple

 

Managing Money Well as a Couple

 

What are the keys in planning to grow wealthy together?

 

Provided by Exemplar Financial Network

 

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.

 

At some point, you will have to ask yourselves some money questions – questions that pertain not only to your shared finances, but also to your individual finances. Waiting too long to ask (or answer) those questions might carry an emotional price. In the 2017 TD Bank Love & Money survey consumers who said they were in relationships, 68% of couples who described themselves as “unhappy” indicated that they did not have a monthly conversation about money.1

 

Summer 2018

Summer 2018

bigstock-Happy-family-in-the-pool-small.jpg Please use this resource to help plan your summer with your families. Make it a great summer!.

 

Managing Student Loan Debt

 

Managing Student Loan Debt

A review of some options for federal and private loans.

 

Provided by Exemplar Financial Network

 

bigstock-Student-loan-18077153 250 wide.jpgAre you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven?

 

No one wants to carry five figures of education debt into middle age or retirement, but some do. The burden is not just financial. Last fall, the Madison Capital Times asked student loan borrowers in the state of Wisconsin how they felt about their education debt. Sixteen percent said they were “terrified” of it, and another 30% indicated they felt only slightly less so. Fortunately, you may have possibilities to manage and reduce the debt load and the anxiety it breeds.1

Smart Financial Steps After College

 

Smart Financial Steps After College

A to-do list for the twentysomething.

 

Provided by Exemplar Financial Network

 

bigstock-Group-of-young-adults-in-busin-small.jpgDid you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money moves before you reach thirty.

Financing a College Education

 

Financing a College Education

A primer for parents and grandparents.

 

Provided by Exemplar Financial Network

 

bigstock-Student-loan-18077153 250 wide.jpgA university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what do you do? You probably search for a student loan.

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