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House Buying Tips

Submitted by Silverleaf Wealth Management on October 22nd, 2020

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire process is as stress-free as possible. 

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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by Silverleaf Wealth Management on October 16th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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The Importance of Financial Goals

Submitted by Silverleaf Wealth Management on October 9th, 2020

In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future.

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Making Sense of Whole Life Insurance Premiums

Submitted by Silverleaf Wealth Management on October 2nd, 2020

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.

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Video: 3 Money Management Principles for Children

Submitted by Silverleaf Wealth Management on September 25th, 2020
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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Keeping your Personal Finances in Shape

Submitted by Silverleaf Wealth Management on September 17th, 2020

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.

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Top 15 Money Management Tips

Submitted by Silverleaf Wealth Management on September 11th, 2020

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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What to Look for in a Disability Insurance Policy

Submitted by Silverleaf Wealth Management on September 4th, 2020

Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the right kind of coverage, which may be one reason why many people are reluctant to look into it.

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8 Tips for Finding Balance Between Work and Life

Submitted by Silverleaf Wealth Management on August 27th, 2020

It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week.

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Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Submitted by Silverleaf Wealth Management on August 25th, 2020

For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for others, but whatever the level affinity toward automobiles there comes a time where just about everyone needs to start shopping for a new (or used) one. But, don’t run down to the local dealership just yet.

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