What Can You Buy With 529 Distributions?
What Can You Buy With 529 Distributions? Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and...
The Importance of Financial Planning for the Next Generation: Preparing for Your Kids and Grandkids
The Importance of Financial Planning for the Next Generation: Preparing for Your Kids and Grandkids As parents and grandparents, one of the greatest gifts you can give your children and grandchildren is a solid financial foundation. In a world where economic...
Explaining the Recent Market Volatility
Explaining the Recent Market Volatility A few weeks ago, the parents of a colleague of mine hit a deer. The parents had long expected this might happen. The area they live in is dotted with deer crossing signs, so they knew the possibility was always present. They...
Choices for Your 401(k) at a Former Employer
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
Your Shifting Risk Tolerance
Your Shifting Risk Tolerance When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may now need...
Investing for Impact
Investing for Impact Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some...
Creating Summer Memories: Fun Activities for the Whole Family
Creating Summer Memories: Fun Activities for the Whole Family Summer is a special time for families to come together, create lasting memories, and enjoy the long, sunny days. With school out and the weather inviting, it's the perfect season to bond over exciting...
Mortgages in Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
What Can You Buy With 529 Distributions?
What Can You Buy With 529 Distributions? Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and...
The Importance of Financial Planning for the Next Generation: Preparing for Your Kids and Grandkids
The Importance of Financial Planning for the Next Generation: Preparing for Your Kids and Grandkids As parents and grandparents, one of the greatest gifts you can give your children and grandchildren is a solid financial foundation. In a world where economic...
Explaining the Recent Market Volatility
Explaining the Recent Market Volatility A few weeks ago, the parents of a colleague of mine hit a deer. The parents had long expected this might happen. The area they live in is dotted with deer crossing signs, so they knew the possibility was always present. They...
Choices for Your 401(k) at a Former Employer
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
Your Shifting Risk Tolerance
Your Shifting Risk Tolerance When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may now need...
Investing for Impact
Investing for Impact Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role. In the past, some...
Creating Summer Memories: Fun Activities for the Whole Family
Creating Summer Memories: Fun Activities for the Whole Family Summer is a special time for families to come together, create lasting memories, and enjoy the long, sunny days. With school out and the weather inviting, it's the perfect season to bond over exciting...
Mortgages in Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
