WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Valerie De Vol

IACCP®, Chief Operating Officer

Recent Posts

Financial Best Practices for New Parents

Posted by Valerie De Vol | IACCP®, Chief Operating Officer

August 22, 2018

Having a baby (or babies!) and starting a family means so many exciting, happy, but also unknown things. For first time parents, in particular, it means navigating the often head-spinning tasks of feeding, caring for, and cleaning a baby while also working, taking care of the house, and if you’re lucky, sleeping.

For most new parents, there’s not enough time in any day to get everything done, and by the end of every day you’re exhausted. Making time for budgeting, financial planning, and taking steps to prepare for the child’s future can often seem so far out of reach.

But at the end of the day, it must be done. A recent study found that in the first year alone, the cost of raising a baby can run upward of $21,000 – and that’s not even factoring-in any unexpected illnesses or conditions an infant might have early-on, which are quite common. From the time the baby is born until he or she turns 18, the total cost of upbringing can range from $260,000 (“no-frills”) to $745,000.¹

In short, it’s no financial walk in the park.

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The Investment Benefit of Women-Led Businesses

August 8, 2018
A recent study of 22,000 publicly traded companies found a correlation between profitability and women in leadership roles. Specifically, ... [+] Read More

Financial Goals: The Importance of Salary Negotiations

February 7, 2018
Most readers have been down this road before. Work hard in your job and in your career, and you get to a point where it’s time to ask for a ... [+] Read More

Financial Planning for…Pet Owners?

January 17, 2018
For about 85 million Americans, owning a pet is a joy and marvel of everyday life. Indeed, according to the 2017 - 2018 National Pet Owners ... [+] Read More

3 Reasons You Need A Fiduciary

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December 13, 2016
With less than a month left in the year, time is running out to make adjustments to your IRAs that count towards this tax year. Here is a ... [+] Read More

The Beneficiary Designation that Many Investors Forget

November 9, 2016
In a recent post, we reminded investors of the importance of naming and reviewing beneficiaries – especially as the holidays approach. The ... [+] Read More

Don’t Neglect Naming Beneficiaries

October 5, 2016
The end of the year is fast approaching, which means the holiday season and family-time are also near. Life tends to get busy and time ... [+] Read More

As A New President Rises, Will the Markets Follow?

August 16, 2016
The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ... [+] Read More

Doctors Have the Hippocratic Oath - What About Financial Advisors?

August 7, 2014
The Hippocratic oath for doctors dates back 2,500 years, and it is credited to Hippocrates, the father of modern medicine. As far back as ... [+] Read More