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Filling Out the FAFSA
Filling Out the FAFSA

There is really no reason to wait.  

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Financial Planning BlogParkshore Wealth ManagementOctober 2, 2018FAFSA, financial aid, student loans
My Grandchild Was Just Born. How Can I Start Contributing to a College Fund?
My Grandchild Was Just Born. How Can I Start Contributing to a College Fund?

If you recently had a child or grandchild, you may be trying to figure out the best way to save for their future educational expenses.

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VideoParkshore Wealth ManagementSeptember 13, 2018529 plan, college funding
Leaving a Legacy to Your Grandkids
Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

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Financial Planning BlogParkshore Wealth ManagementAugust 29, 2018
The Details More People Should Know About Medicare
The Details More People Should Know About Medicare

Before you enroll, take note of what the insurance does not cover and the changes ahead.

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Financial Planning BlogParkshore Wealth ManagementAugust 29, 2018health insurance, Medicare Enrollment
I’ve Recently Changed Jobs. What Should I Do with My Former Company’s 401(k)?
I’ve Recently Changed Jobs. What Should I Do with My Former Company’s 401(k)?

If you’ve recently changed jobs and you had a 401(k) at your previous company, you’re probably wondering what to do with that 401(k).

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VideoParkshore Wealth ManagementAugust 24, 2018401k, Investments, retirement, Retirement Planning
How Do I Know If I Have Enough to Retire?
How Do I Know If I Have Enough to Retire?

As you prepare for retirement, you may be asking yourself if you have enough to retire.

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VideoParkshore Wealth ManagementAugust 8, 2018Enough Money for Retirement, Retirement Planning
The Sequence of Returns
The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time.

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Financial Planning BlogParkshore Wealth ManagementJuly 30, 2018Investment Management, Investments
How Your Credit May Affect Your Life Insurance Premiums
How Your Credit May Affect Your Life Insurance Premiums

You may be surprised to learn about the potential relationship.

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Financial Planning BlogParkshore Wealth ManagementJuly 30, 2018Life Insurance
What Considerations Should We Take into Account When Buying a Vacation Home?
What Considerations Should We Take into Account When Buying a Vacation Home?

If you are considering buying a vacation home, there are a few things that you want to consider.

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VideoParkshore Wealth ManagementJuly 26, 2018vacation home, vacation rental
Should We Pay for Our Child’s College Tuition or Have Them Take Out a Loan?
Should We Pay for Our Child’s College Tuition or Have Them Take Out a Loan?

You may be considering paying for your child’s tuition rather than have them take out a loan.

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VideoParkshore Wealth ManagementJuly 11, 2018College Planning, college savings, Retirement Planning
Is It Better to Keep Our Rental Property in Retirement for Income or Sell It?
Is It Better to Keep Our Rental Property in Retirement for Income or Sell It?

If you have a rental property, you may be considering selling that property as you go into retirement. There are a few things that you would want to consider before making that decision.

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VideoParkshore Wealth ManagementJune 28, 2018Real Estate, rental property, retirement, Retirement Planning
Coping with College Loans
Coping with College Loans

If you carry sizable education debt, how can you plan to pay it off?

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Financial Planning BlogParkshore Wealth ManagementJune 28, 2018debt, student loans
Should You Leave Your IRA to a Child?
Should You Leave Your IRA to a Child?

What you should know about naming a minor as an IRA beneficiary.   

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Financial Planning BlogParkshore Wealth ManagementJune 28, 2018Inherited IRA
I’m Getting a Divorce. Will This Impact My Social Security Benefits?
I’m Getting a Divorce. Will This Impact My Social Security Benefits?

If you are getting a divorce, you may be wondering about the consequences to your Social Security benefits.

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VideoParkshore Wealth ManagementJune 14, 2018divorce, social security
Wealth Management with Memory Disorders
Wealth Management with Memory Disorders

What steps can a family take?

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Financial Planning BlogParkshore Wealth ManagementMay 31, 2018
72(t) Distributions
72(t) Distributions

Sometimes you can take penalty-free early withdrawals from retirement accounts.

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Financial Planning BlogParkshore Wealth ManagementMay 31, 2018
I Recently Inherited an IRA. Can I Cash It Out?
I Recently Inherited an IRA. Can I Cash It Out?

If you recently inherited an IRA, you probably don’t want to just cash it out.

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VideoParkshore Wealth ManagementMay 24, 2018Inherited IRA
TSP Withdrawal Options Are Changing
TSP Withdrawal Options Are Changing

New rules could soon mean more flexibility.

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Financial Planning BlogParkshore Wealth ManagementApril 27, 2018
Using a Roth IRA as a College Savings Tool
Using a Roth IRA as a College Savings Tool

A tax-advantaged option too many families overlook. 

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Financial Planning BlogParkshore Wealth ManagementApril 27, 2018
New Medicare Cards Are on the Way
New Medicare Cards Are on the Way

In the coming months, they will reach retiree mailboxes.

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Financial Planning BlogParkshore Wealth ManagementApril 27, 2018
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Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
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5940 Granite Lake Dr. | Granite Bay, CA 95746 | Office: (916) 797-3007
50 Iron Point Circle, Suite 140 | Folsom, CA 95630 | Office: (916) 797-3007
3300 North Triumph Blvd., Suite 100 | Lehi, UT 84043 | Office: (385) 250-1830
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