Sander Tom is a Trust Liaison Officer/Financial Advisor with more than 30 years of experience in the financial services industry. Over time, he has developed a deep understanding of estate planning and its powerful impact on a person’s life.
Don’t Derail Your Investing Plan
Are you a worrier when it comes to investing? Or perhaps you’re the “set it and forget it” type who doesn’t fret much about your investments? Whatever your investing style is, it’s important to invest regularly and keep a long-term perspective, including paying yourself first … automatically. Here are some tips to save for your future.
Bull or Bear Market: Stay Invested
Investing headlines have many Americans wondering what’s ahead for the stock market. In 2018, there were periods of extreme volatility and many investors experienced declines in their annual returns.
A Mobile App That’s Tailor-Made for You
If you haven’t recently gone mobile, there’s no better time to check it out. We’ve recently enhanced our app based on feedback from Members like you.
Is Your Car Road-Trip Ready?
You’re off on a grand adventure, so you want to know your vehicle is up for the drive.
Tips for Navigating Multigenerational Living
Back in the good old days, it was common for several generations to live under one roof. In recent years, multigenerational living has made a big comeback, and with it more innovative housing choices. In fact, one in five American households are comprised of adults from different generations such as parents and their adult children, or grandparents, parents and children, according to census data.
Picking the Best Travel Rewards Card
By Lynnette Khalfani-Cox, The Money Coach®
Travel rewards cards are popular with both leisure and business travelers, and it’s easy to understand why. These credit cards provide attractive features, including airline miles; free or reduced-price hotel stays; and even concierge service before, during and after your travels.
Are You Getting The Best Deal on Your Cash-Back Credit Card?
By Lynnette Khalfani-Cox, The Money Coach®
With so many credit cards to choose from, how do you know if you’re getting the best deal on your rewards card, especially a credit card promising cash-back benefits? While there may be no one credit card that’s right for everyone, there are ways you can get the biggest bang for your buck with a cash-back card that fits your specific circumstances.
How to Use 0% APR Credit Card Offers to Your Advantage
By Lynnette Khalfani-Cox, The Money Coach®
I remember back in 2001 when I had a ton of debt; I’m talking $100,000 in credit card bills alone. I know it sounds awful, and it was. However, in my late 20s and early 30s, I was a classic over-spender who’d been mismanaging credit even though I didn’t realize it.
It’s a Money Thing: How to Overcome ‘Credit Card Shyness’
News outlets and credit card companies are quick to label millennials as being credit card-shy. According to a recent survey, millennials apparently fear their credit card debt more than climate change, the threat of war and even death. It may sound like an overreaction, but the underlying trend is substantial: millennials are carrying fewer cards and have lower balances, compared to the previous generation of young adults.
