No Regrets

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What will be my legacy?

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What about college saving for my kids, grandkids, family

Higher education funding is a very important goal for many families…

Can I retire now, later, ever?

Higher education funding is a very important goal for many families…

By FirstWave Financial® This is the six-million-dollar question of wealth management. Isn’t it? Another way this question presents itself is: “How much money do I need in order to pay for the lifestyle to which I have become accustomed for the

Do Downturns Lead to Down Years?

By FirstWave®Financial Again, we find ourselves in “interesting times”. There are 2 main questions we often hear during periods like this: How long will this volatility last? and Why are we remaining exposed to risk through these periods of volatility?

Am I spending too much time worrying about my money?

December 20, 2022

By FirstWave Financial® It is no wonder you may find yourself worried about your money all the time. The financial media goes from dire warnings about some looming financial catastrophe you must avoid, to extolling the virtue of the latest get-rich-quick-scheme