Helping Your Adult Child Buy a Home: A Parent’s Guide

How do you know if you should help your adult child buy a home? Here are your options and tips for deciding.

Financial PlanningParkshore Wealth ManagementFebruary 1, 2024financial planning, financial advisor, embracing change, new beginnings, personal finance

Embracing Change: Smart Financial Planning for Your Empty Nest Journey

As you embrace the new chapter of life as an empty nester, it's an ideal time to re-evaluate and adjust your financial plan. Here's a simplified guide to help you navigate this transition with confidence:

Financial PlanningParkshore Wealth ManagementJanuary 15, 2024empty nest, financial planning, budgeting, retirement, living situation, debt reduction, insurance, legacy building, investments, continuous learning, financial advisor, embracing change, new beginnings, life transition, personal finance

What Is a Fiduciary Advisor?

When working with a financial advisor, it’s crucial to know if that advisor is a fiduciary. Doing so can give you a better understanding of whether that professional might have conflicts of interest.

VideoParkshore Wealth ManagementJuly 25, 2019fiduciary, financial advisor

What Kind of Financial Professional Should I Work With?

When looking for the right professional to work with, there are a few considerations that are especially important.

VideoParkshore Wealth ManagementNovember 8, 2018Fee only advisor, fee only advisor Roseville, fee only financial planning, Fee-Only, fiduciary, financial advisor, financial planning, personal finance