At Breakwater we believe that you should expect more from your financial advisor. Here you’ll receive expert financial planning, management and advice on your entire financial life from a fee-only fiduciary who unquestionably places your best interests first. And most of all, you’ll have the peace of mind knowing your financial advisor genuinely cares about you, your family, and seeing you accomplish your goals.
Peer-to-peer payment systems have seen tremendous growth over the past few years. The largest players in the space are Venmo, Paypal, Google Wallet, Square Cash, Apple Pay, and Zelle. The fastest growing and arguably the most popular today is Venmo. Venmo has realized so much success largely due to its fee structure, ease of use, and social networking elements. Venmo is in fact so popular that that app's name has become a verb! However, with ease of use also comes certain...
In the days, weeks, and months following your husband's death, you will undoubtedly face an array of decisions that you must make. Some decisions need to be made right away, but many can wait. Because you are in the midst of such a traumatic event, your decision making capabilities will be diminished. So, my advice to you is to slow down and delay any major, impactful, long-lasting, or irrevocable decisions as long as possible. Instead, use this time to grieve,...
The rules concerning Social Security claiming strategies are abundantly complex, especially if you're divorced. However, it's important to do your own research before you file for benefits for two important reasons: Social Security is more important to your retirement plan than you may suspect, and you cannot rely on Social Security employees to give you all of the options that are available to you. Nothing against the representatives of the Social Security...
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Email: info@breakwaterfinancial.com
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