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How to Teach your Younger Children about Money
Creating fun, engaging experiences for your children can help them get a better grasp on money and help them on their path toward a solid financial future.
Trusts, Beneficiaries, and Financial Planning
Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.
Setting Goals and Maintaining Discipline
The Olympics symbolize the importance of preparation, position, and long-term vision—principles that are equally vital in guiding your financial journey.
Intra-Generational Wealth Transfer
Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.
Checklist for Sending Your Child to College
Sending your child to college? Use our essential checklist to prepare them for independent living, ensure their safety, and support their financial literacy.
Market Update July 2024
This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.
5 Financial Planning Tips for People Going Through a Divorce
Divorce after 55 brings unique financial challenges, especially with retirement on the horizon. Planning ahead and seeking professional advice can help you protect your assets and ensure a stable financial future.
How to Make a Budget
Your budget is a key tool for your financial planning toolkit. By understanding where you’re using money, you may find opportunities to align your spending with your goals. Here are some step-by-step ideas to get you started.