Should I Open a 529 Education Savings Account for the Child in My Life?
Should I Open a 529 Education Savings Account for the Child in My Life? 529 Plans offer powerful benefits for education and managing family wealth.
Congratulations, Graduates! What are your next steps, financially?
Congratulations, Graduates! What are your next steps, financially? What recent graduates (and their parents) need to think about!
Do Military Veterans Need Customized Financial Planning?
Do Military Veterans Need Customized Financial Planning? Every financial situation is unique and requires personalized advice. And this is especially true for veterans. Because of certain VA benefits, unique insurance needs, debt management and retirement income strategies, veterans require specific planning strategies.
Teaching is Stressful-Working with a Financial Advisor Can At Least Eliminate the Stress of Investing
Should teachers work with a Financial Advisor? Yes! Teaching is stressful; let a financial advisor help you eliminate the stress of investing.
Sell in May and Go Away- Do Savvy Investors Really Do That?
Sell in May and Go Away- Do Savvy Investors Really Do That? No specific investment strategy is foolproof. Your best strategy as an investor is not to base your plans on market timing or the season. Instead, consider hiring a professional whose expertise is to consider many factors, including assessment of business cycles and changing economic conditions.
Older Americans-Growing Targets of Financial Fraud
How do older Americans become targets for fraud? They grew up in a different world where it was customary to be courteous and trusting. Financial education alone may not be enough to stop fraud because older adults tend to listen more to sales pitches than younger generations.
