Is College Worth It?
With college debt at an all-time high and first jobs challenging to find, you may be wondering about the ROI of a college education. The decision to attend – or not – is intensely personal. But, if college lies in your future or the future of someone you love, it is important to start the planning process as soon as possible. Grab a copy of our new eBook now to begin to understand the costs and benefits of attending http://bit.ly/2GRy4JH.
Four tangible steps to follow your family’s financial roadmap
Likely, your parents haven’t shared their financial goals, intentions and legacy wishes with you. A discussion of family financial values and wealth transfer plans is an inherently difficult, albeit necessary, conversation. While no one wants to have this conversation with their parents or loved ones, we think it’s a necessary step that can provide you with the roadmap you need to follow and thoughtfully execute your family’s financial plan.
We are excited to share with you our latest piece, Taking an Active Role in Your Family’s Wealth Management Process, which suggests four tangible steps for starting this process. Download a copy of this piece now.
Rise of the robots? Not so fast.
Are we experiencing a rise of the machines or an opportunity for a relationship renaissance? When it comes to robo-advisors, CTS believes in forward-thinking technology but not at the expense of hands-on research and face-to-face interaction. DOWNLOAD our latest article for our take on the robo-advisor movement, and why we believe you deserve more than just automation.
6 Important Financial Strategies for Your 20’s and 30’s
At CTS, we realize that retirement for the Baby Boomer generation likely looks very different than it will for Gen X and Gen Y. In lieu of pension plans and other traditional benefits that Boomers may have access to, Gen X and Gen Y will likely have to rely on personal savings and investments. As a result, financial planning will take on increased importance. In addition, medical advances mean that average life spans are increasing, so you a longer retirement could become the norm.
Download a copy of our new report now, 6 Important Financial Strategies for Your 20s and 30s.
