by Kerry Moy | Jan 31, 2023 | Finance, Financial Planning, Financial Services, Kerry Moy, Portfolio Management, Wealth Management
As a parent, one of your biggest concerns is providing your children with a quality education. While education can be expensive, there are several financial planning strategies you can implement to help you save for your child’s education and prepare for the...
by Kerry Moy | Jan 31, 2023 | Finance, Financial Planning, Kerry Moy, Portfolio Management, Wealth Management
Starting the new year with financial goals is an excellent way to seize command of your finances and improve your financial health. Whether you are looking to save more, pay off debt, or invest in your future, setting achievable financial goals can help you reach your...
by Kerry Moy | Dec 28, 2022 | Finance, Financial Planning, Kerry Moy
Creating a budget is a great way to get financial control. There are free budgeting apps that allow you to keep track of your spending and make adjustments quickly. These tools will let you see where you can save and improve your financial situation. Here is a...
by Kerry Moy | Dec 15, 2022 | Finance, Financial Planning, Kerry Moy
Many graduates are still struggling to pay off their student loans. They are also trying to start a family and save for a house. The typical repayment period for federal loans is around ten years, though various options are available. If you’re worried that you...
by Kerry Moy | Oct 20, 2022 | Finance, Financial Planning, Kerry Moy
The cost of raising a child in the US is around $233,000, according to the USDA. Aside from food, shelter, and transportation, other expenses such as child care and health care are also included in this figure. In 2017, a study revealed that the cost of raising...
by Kerry Moy | Sep 14, 2022 | Financial Planning, Kerry Moy
Estate planning is a process that involves creating a plan that allows your beneficiaries and heirs to receive your assets if you die or are incapacitated. It can be done with the help of an attorney. One of the goals of this process is to minimize the impact of...
