Checklist: Changing jobs
Changing jobs can be as stressful as it is exhilarating. Where you work can affect everything from your health to your retirement via your benefits package. This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want […]
Checklist: What to do after a layoff
If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff. Use this checklist as a starting point, and […]
Marry your finances
Marriage is a big decision, but the financial questions that come with tying the knot sometimes take a back seat to the excitement. We put together a checklist to help make the conversations around money a little bit easier. Whether it’s setting up a daily budget or getting on the same page about long-term goals, […]
After a natural disaster: The logistics
Accidents and emergencies can happen to anyone, but natural disasters cause an entirely different type and scale of destruction. Once you’ve ensured that your friends and family are safe, you’ll want to take steps to protect your finances, which includes repairing any damage to your property. Here’s how to go about protecting your assets in […]
The different types of home insurance
Home insurance comes in six parts (A-F). Here’s what each part covers. Dwelling coverage (A) covers your home—the building. Think walls, roof, build in appliances, and similar. If your structure is damaged by fire, wind, hail, vandalism, or similar, dwelling coverage typically protects you. Generally speaking, routine damage—like needing a roof replaced due to normal […]
Annual financial checklist
At Quorum Private Wealth, we want to ensure your financial plan evolves with you. Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting. BIG PICTURE QUESTIONS *The age at which you hit […]
Build the best financial team
If it takes a village to raise a child, it takes a team to manage every aspect of a person’s finances. Clients frequently ask us who else they need to speak to—accountants, lawyers, and more. The truth is: There are many areas of your finances that we can handle, from a holistic financial plan to […]
Can you trust your financial advisor?
You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. It’s a misleading way to think about trust. On its surface, it’s easy to support the fiduciary standard. A fiduciary has a legal responsibility to put your financial well-being ahead […]
Protect your finances in a divorce
Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests. That includes your finances. While we can help you navigate your divorce, it’s helpful if you begin to get your finances in order day by day. This checklist can help. START HERE These steps can […]
