As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
Published by Beth Schanou As the school year comes to a close and summer unofficially begins, high school graduates begin the transition to a new stage in their life. For many, final preparations are underway for post-secondary education and possibly getting ready to move, at least temporar …
Published by Don Hagan First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will receive individual attention, help when they need it and optimal risk-managed portfolio design.
Published by Andrew Rogers As technology and mobile applications continue to work their way into everyday life, there are numerous budgeting, investing and financial mobile apps whose increasing popularity has sparked an online debate over which app is best to meet your personal needs.
Parents want to be able to provide funds for their children in the event they attend college. The most common types of accounts are state 529 plans and Coverdell accounts. Other students will need to use student loans or a combination of savings plans and debt to fund their education.
Financial planning is an important piece of the Wealth Management process. In fact, we encourage all of our clients to go through the process to help their advisor make individual recommendations based on their unique situations. We do not adhere to the “one-size-fits-all” investment alloca …
Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans. …
