Reading Eagle Consults ParenteBeard Partner Jill Martin on Financial Strategies for Families
September 17, 2022

As costs continue to rise for families across the United States, many are seeking financial strategies and new ideas on how they can manage it all.

The Reading Eagle consulted ParenteBeard Partner Jill Martin on how to budget five, ten and 15 years from now.

According to Ms. Martin, a key leader in the firm’s tax group, “Look forward for the next 12 months and chart all expenses, including rent, food, clothing and student bills. Once you calculate your disposable income, or the amount of spending money you have left over, allocate it to a vacation or to a savings. Do the same for the ten and 15 year plans, factoring in future major expenses like buying a home or a car.”

With over 25 years of professional experience providing tax guidance, Ms. Martin’s expertise is in high net worth individuals, estate, gift, trust and generational wealth planning for individuals and family groups.

Ms. Martin’s insights on budgeting to stay ahead and other financial strategies for families are available in the Reading Eagle.