Graduation caps have flown, and suddenly, it hits you: adulthood is here—whether you’re paying your own bills or not. Sure, you probably already know you can vote, join the military, and open a bank account at 18. But there are crucial things about turning 18 that don’t get talked about enough—and they can have a… Read more
Eeek… Just hearing the words “family meeting” can make you cringe, right? Most of us don’t have great memories of them. They’re usually called in response to conflict—especially when kids are involved—or to address topics no one really wants to talk about. And once the kids move out, these meetings seem to disappear altogether. But… Read more
You may want to think again! It’s common for a parent, or parents, to start gifting assets to their children as they get older. The problem is that they don’t seek advice and if they do, it’s typically from the wrong people. Unfortunately, the result can be very costly to the family. It could rock… Read more
What is the best vehicle to save for college/education? In order to answer that question, there is another question that needs to be answered first: What will “college or education” look like for your child or grandchild? For a few people this answer is easy – my grandson wants to be a college professor… my… Read more
Over the weekend, I read commentary around a new book by a gentleman named Bill Perkins. The book is called “Die with Zero,” and the premises is just that—you don’t get to take it with you, so you need to enjoy it and attain fulfillment. This fulfillment, Perkins states, may include giving money to your… Read more
Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability.
Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser.
Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.