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Summer Celebrations and Your Finances

Harrison Lazarus Advisors, Inc. - Friday, May 11, 2018

"Family and friendships are two of the greatest facilitators of happiness." - John C. Maxwell

Summer is approaching quickly, and I am sure most of us are looking forward to warm days outside, celebrations like graduations and the Fourth of July, and relaxing vacations. Yes, there are still headlines about volatility in the stock market (see the brief video in this issue to help put that in perspective), but since you know your long-term plan was designed to weather these short-term storms, you can focus your attention on other important things: like family. One issue I know many families are grappling with is how best to manage the rewards and challenges of aging relatives. We've included helpful information below, including questions to ask if you are considering sharing your home with an ageing parent. I hope you have a great summer.    
Video: Quarterly Perspectives

This video offers perspective on the latest market and economic headlines and puts them into context for long-term investors.

When It's Safe to Shred Your Tax Records 

By now most of us have filed our 2017 taxes. But how long do you have to hold on to the actual files? If storing endless paperwork in your garage or guest room is driving you nuts, discover when you can safely dust it off and send it through a shredder.

Considering Moving Your Loved One Into Your Home?

Are multigenerational households a nice tradition or becoming more of a necessity? With an aging population and health care costs rising to record levels, families are facing this question more often. Here are some useful ideas to consider if you think this could be in your future.

Do you want to know how much it will cost to attend college?

In our last entry, we provided a worksheet on setting your college budget. For this month’s blog posting, we provide another resource to estimate the college net cost. Just click here and enter the college of your choosing. You’ll then be directed to the college’s website where you’ll answer a short series of questions to determine your net price. Although the government only requires “net price” to be provided, some colleges will show “net cost” as well. Net cost will include available student loan amounts in the final number which can be misleading as you’ll need to pay these loans back. Compared to the net price which only includes aid you don’t have to pay back.