Ways Families Can Start Saving for College and Alternatives to 529 Plans

May 25, 2017


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Better Manage Medical Bills with These 5 Strategies

May 18, 2017


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Ready to Start Your Family? Here's How to Financially Plan for a Baby

May 16, 2017


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Don't Settle for Financial Planning: Focus on Life Planning Instead

May 15, 2017

What do you think of when you hear the words “financial planning?” If you’re like some people, you may not think anything at all. Instead, you might groan or let your eyes glaze over. Or maybe you immediately feel skeptical and suspicious because you don’t trust what the suits want to do with your money.

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Using Insurance to Fund a Special Needs Trust

May 12, 2017

As parents of children with special needs, we worry about what life will be like for them when we're gone. Who will take care of them? How will they pay for what they need? Creating a plan to finance their long-term happiness and security is paramount. Like building a house, we start with a foundation. The availability of these government …

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Legal Considerations of Special Needs Planning

April 23, 2017

Why do I need an Estate Plan?

What is an estate? An estate is basically everything someone owns. This includes business holdings, personal possessions, financial assets, real estate, insurance policies, and more. The reason we need an estate plan is 

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IRA 101: Choices, Choices—Traditional IRAs vs. Roth IRAs

March 28, 2017

The traditional and Roth IRA are alike in many ways, but when it comes time to decide which is best for your retirement portfolio, it is important to evaluate the differences in their benefits.

First, let’s take a look at what they have in common.

Where They Are Similar

As of 2017, the limits that

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New Market Highs and Positive Expected Returns

February 27, 2017

There has been much discussion in the news recently about new nominal highs in stock indexes like the Dow Jones Industrial Average and the S&P 500.

When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high

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What Is Fiduciary Advice?

February 21, 2017

Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker and insurance agent.

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The Power of Markets

February 16, 2017

In 1958, economist Leonard Read published an essay titled “I, Pencil: My Family Tree as Told to Leonard E. Read.”

The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations. The

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