Category: family dynamics
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Critical Reasons Why You Must Have an Emergency Fund
Oscar Wilde once said, “To expect the unexpected shows a thoroughly modern intellect.” Life will throw you curveballs, which is why you need to have...
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Who Will Raise Your Kids if You Cannot?
Who will raise my kids if I cannot? As huge and unthinkable as the question is, it’s no wonder that I hear excuses all the...
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What You Can Learn from a Wealth Advisor: Michael Evans’ Story, Part 2
In a previous blog, we shared some of the lessons Michael Evans’ learned in the school of hard knocks. Our goal was the help you...
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What You Can Learn from a Wealth Advisor: Michael Evans’ Story, Part One
What You Can Learn from a Wealth Advisor: Michael Evans’ Story, Part One You want to be an informed and educated investor. You listen to...
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How to Avoid Letting Money Ruin Your Relationships
Money destroys relationships because people can’t compete with money. Money, after all, doesn’t disappoint you, or express disappointment with you. It’s not that money is inherently...
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Your 529 College Savings Plan Quick Reference
Are you making best use of the 529 College Savings Plan, or have you been procrastinating when it comes to putting your best-laid plans in place?...
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Save Social Security for Later, When You Need it Most
I think we’ve been looking at Social Security retirement benefits all wrong. In the long-running debate about when to take Social Security — as early...
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Take More Risk in Life and Less in Investing
“I just really wish I’d taken more risk in my investment portfolio,” said no one–ever–on their deathbed. That may seem like an odd observation, unless...
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![Don’t Let Your Estate Planning Intentions Go Nowhere [Use these 5 Documents]](https://cogentsw.com/wp-content/uploads/2023/05/Key-estate-docs-you-need-1.jpg)
Don’t Let Your Estate Planning Intentions Go Nowhere [Use these 5 Documents]
Have your estate planning aspirations gotten out of hand? It happens. You start out with the best intentions when you’re younger and your list of...
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Why You Need a Revocable Living Trust
You want to build and protect your wealth, and you want to use every tool at your fingertips to make that happen. But when someone...
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Financial Elder Abuse: It CAN Happen To You
Anyone who knows me, knows I’m usually a pretty upbeat guy. I like to have fun with these blog posts, even when the subject matter...
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Is It Time for That “We’re Not Getting Any Younger” Talk?
If you are in your 60s, give or take, it may seem like only yesterday that you were having “that talk” with your children. You know, the...
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