Non-Traditional Families
What does a traditional family look like? There is no one answer to this
question. Modern families are composed of different people including a
mom a step dad and kids, a mom a dad grandparents and kids, one
parent and kids, two moms and kids, two dads and kids, etc. The
combination of family members making our families today is truly
limitless. Theres is no such thing as a non-traditional family. All there is
is loving people sharing a common bond called the family unit.
So why a page dedicated to Non-Traditional Families if there is no such
thing? There are over 5 million unmarried couples in the US today, each
of which have unique situations and financial planning needs. The
reason for this page is that while our families function very well, the
financial and tax system does not accommodate most non traditional
families. We are stuck in a system that only makes things easy for the
traditional family where there is one mom, one dad and children.
Common Concerns
These are only a few of the issues that face today's non-traditional
families. Until the financial systems recognize that families have
changed, you need to ensure that your loved ones are protected and
taken cared of in the event something happens to you.
Read Financial Planning Musts for Unmarried Couples
What does a traditional family look like? There is no one answer to this
question. Modern families are composed of different people including a
mom a step dad and kids, a mom a dad grandparents and kids, one
parent and kids, two moms and kids, two dads and kids, etc. The
combination of family members making our families today is truly
limitless. Theres is no such thing as a non-traditional family. All there is
is loving people sharing a common bond called the family unit.
So why a page dedicated to Non-Traditional Families if there is no such
thing? There are over 5 million unmarried couples in the US today, each
of which have unique situations and financial planning needs. The
reason for this page is that while our families function very well, the
financial and tax system does not accommodate most non traditional
families. We are stuck in a system that only makes things easy for the
traditional family where there is one mom, one dad and children.
Common Concerns
- Estate Planning: Who inherits what? What documents do you
need to ensure you don't accidentally disinherit your loved ones?
What are the tax consequences?
- Insurance Needs: How much insurance do you need? Will an
insurance company deny your beneficiary because there is no
insurable interest according to them?
- Taxes: How can you save in taxes when the system does not
recognize your family as a family unit?
- Elderly Parents: How do you plan for your parent's care
financially?
These are only a few of the issues that face today's non-traditional
families. Until the financial systems recognize that families have
changed, you need to ensure that your loved ones are protected and
taken cared of in the event something happens to you.
Read Financial Planning Musts for Unmarried Couples
A More Personal Approach
Financial Planning is a lifelong process that
requires ongoing review. This is why it is so
important that we develop a trusting relationship
with you. As your financial partner we will provide
you with educational tools and will serve as your
sounding board to help you make more informed
financial decisions.
We want to be there for you every step of the way
to help you navigate the often complex life
changes that will affect your financial future.
Experience The Difference
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who is truly your
financial partner. We not only help you with your
investments, we help you stay on target so you
can live your life with peace of mind.
You May Be Interested In
Financial Planning Services
Investment Management Services
Investment Philosophy
Financial Planning is a lifelong process that
requires ongoing review. This is why it is so
important that we develop a trusting relationship
with you. As your financial partner we will provide
you with educational tools and will serve as your
sounding board to help you make more informed
financial decisions.
We want to be there for you every step of the way
to help you navigate the often complex life
changes that will affect your financial future.
Experience The Difference
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who is truly your
financial partner. We not only help you with your
investments, we help you stay on target so you
can live your life with peace of mind.
You May Be Interested In
Financial Planning Services
Investment Management Services
Investment Philosophy
Let's Talk
We invite you to schedule a meeting with us
for a complimentary review of your financial
situation. Call us today at 305-728-7234 or fill
out our contact form so we can call you.
We invite you to schedule a meeting with us
for a complimentary review of your financial
situation. Call us today at 305-728-7234 or fill
out our contact form so we can call you.
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