Money Matters
Category Archive

What is a College Degree Really Worth?

August 1, 2014 • 2014, August 2014, Big Kids, Education & Learning, Expert Advice, Money Matters, Teens and Pre-TeensComments (0)

Is higher education really the prerequisite for success?  Do you need a college degree to succeed? That assumption is long-entrenched, and it isn’t hard to see a relationship between education and earning power. Yet the cost and debt linked to getting a degree are so significant now that some contrarians are saying “skip it” – [&hellip...

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Final Touches: Two Tales of Family Healing

July 1, 2014 • 2014, Expert Advice, Home Life, July 2014, Money MattersComments (0)

Recently, when a family came in to our offices to learn about the provisions of their grandfather’s trust, they couldn’t stop saying, “I can’t believe you got him to sign anything.” Not long before that, another family had come in to sign some...

PASSING THE BATON: Planning Your Family’s Legacy

June 1, 2014 • Expert Advice, June 2014, Money MattersComments (0)

Last December I was blessed with more thoughtful gifts than anyone should hope for, but one of the simplest offerings to the old man was a work book entitled A Father’s Legacy: Your Life Story in Your Own Words by Thomas Nelson. This exercise is intended to...

Shifting Without Clutching: Planning for Change in Your Estate Documents

May 1, 2014 • 2014, Babies, Expert Advice, May 2014, Money MattersComments (0)

One of my first employers when I was in high school owned a car dealership and an auto repair facility that housed two tow trucks, which he was determined to teach me to drive. Early on in my lessons, when my left foot spent too much time on the clutch pedal,...

Family Mortgage Matters: Nate Kuchera of Bank of Manhattan

April 4, 2014 • 2014, April 2014, Cover Story, Home, Money Matters, People & ProfilesComments (0)

Nate Kuchera of Bank of Manhattan on helping families get the home – and loan – that’s right for them I was only half joking when I used to say that I pursued a college degree in journalism because the math requirement was minimal. As an adult,...

Dad’s View: Jim Gilmore

March 5, 2014 • 2014, Expert Advice, March 2014, Money Matters, People & ProfilesComments (0)

A special perspective on planning for the future of a special needs child Jim Gilmore is a financial adviser who knows what it is to worry about the future of a child with special needs. His son Quinn was in and out of neonatal intensive care for the first...

Kids & Copyrights: It’s Never Too Early to Protect Creative Work

February 3, 2014 • 2014, Big Kids, Expert Advice, February 2014, Money Matters, Teens and Pre-TeensComments (0)

Three weeks before the horror of 9-11 my older son finished his Eagle Project, a reprinting of a World War II book for our service people who are in harm’s way. For a thirteen year old, it was a monumental feat that had taken over three years to finish: a...

The Importance of Making a Plan

January 3, 2014 • 2014, Expert Advice, January 2014, Money Matters, People & ProfilesComments (0)

When I sat down to interview Donald Hunsberger, one of the first questions I asked him was what kind of person he would like to see walking into his office. He didn’t have to think much before answering: A healthy married couple in their mid-thirties, busy...

Seeing Green: 6 Ways to Make Your Kids Money Smart

January 3, 2014 • 2014, Big Kids, Home Life, January 2014, Money Matters, Teens and Pre-TeensComments (0)

In the age of Netflix, my youngest daughter rarely sees commercials on television but, if she happens to catch one, I know immediately by the chorus of “I want that.” She is an innate capitalist who has no idea (at the age of 4) that these material...

Investing for Dreams: When it comes to investing, teens have the greatest advantage

January 3, 2014 • 2014, Expert Advice, January 2014, Money Matters, Teens and Pre-TeensComments (0)

Teenagers, as you begin to pursue your dreams and goals, it’s important to remember that even though wealth may not be your focus, building it may just be what allows you to achieve those dreams. Now is the best time to make smart money choices and start...