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Blog

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by MacTavish Financial Private Wealth Management on May 20th, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by MacTavish Financial Private Wealth Management on May 13th, 2021

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Understanding Exchange-Traded Funds

Submitted by MacTavish Financial Private Wealth Management on May 7th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

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Should You Retire at the Same Time As Your Spouse?

Submitted by MacTavish Financial Private Wealth Management on April 3rd, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Medicare in 2021: Here’s What You Need to Know

Submitted by MacTavish Financial Private Wealth Management on March 25th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by MacTavish Financial Private Wealth Management on March 11th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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Medicare in 2021: Here’s What You Need to Know

Submitted by MacTavish Financial Private Wealth Management on February 22nd, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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New Home Financing Checklist

Submitted by MacTavish Financial Private Wealth Management on January 31st, 2020

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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Planned Giving Goes Further

Submitted by MacTavish Financial Private Wealth Management on October 17th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Five Ways to Save on Healthcare Costs

Submitted by MacTavish Financial Private Wealth Management on October 10th, 2019

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

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Recent Blog Posts

  • The Importance of Proper Planning for a Physically Ill Spouse or Loved One
  • The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach
  • Understanding Exchange-Traded Funds

Archived Blog

  • May 2021 (3)
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  • January 2020 (1)
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  • August 2019 (5)
  • July 2019 (3)
  • January 2019 (1)

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