Insights
Regular articles, videos, and information from the Peninsula Wealth team. Sign up for our newsletter for regular market information and updates from the team!
Funding Your Child’s Education
When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.
What You Should Know About Medicare
As you age, the threats to your health will likely become more prevalent. Your body will become more vulnerable to illness and physical deterioration, which could lead to a rise in healthcare expenses from medications, doctor visits, physical therapy, ambulance rides, and more. If you’re looking to get ahead of these future expenses and lessen the burden you’ll be forced to shoulder down the road (and you qualify), utilizing Medicare may be an excellent option for you.
6 Steps to Prepare Your Finances for an Impending Recession
Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 - June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.
Financial Tips to Start the New Year Off on the Right Foot
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
Estate Planning 101: The Basics of Inheritance
When planning for your family’s future and establishing your legacy, it’s important to consider any inheritance laws or practices that will impact your beneficiaries. Inheritance laws and practices can be confusing at best so we’ve pulled together a few important...
