Blog
Do Spouses Need the Same Amount of Life Insurance?
Submitted by Neville Associates on August 3rd, 2020Student Debt - 4 Tips to Get Your Finances to a Passing Grade
Submitted by Neville Associates on July 9th, 2020Paying off Student Loans
Submitted by Neville Associates on July 9th, 2020Finance Lessons for Your Teen
Submitted by Neville Associates on July 9th, 2020The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.
Raising Financially Aware Kids in The Internet Age
Submitted by Neville Associates on June 4th, 2020Balancing Act: Saving for Both Retirement and College
Submitted by Neville Associates on June 4th, 2020Linda and Peter are worried about their financial future. "We want our one-year-old son, Raymond, to go to college, but we're concerned that in 17 years, the cost might be more than we can afford," says Peter. "We also need to save for our retirement," adds Linda. "Can we reach both of these goals?"
8 Steps for Pre-Retirees to Pursue Retirement Income
Submitted by Neville Associates on June 4th, 2020Countdown to Retirement: Strategies for Saving in Your 50s
Submitted by Neville Associates on June 4th, 2020Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits. While these changes may redefine retirement, will retirees be able to finance their plans? Today, many people age 50 and older have not begun to save for retirement or have yet to accumulate sufficient funds.
The Importance of Financial Goals
Submitted by Neville Associates on June 4th, 2020In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future.