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How Grandparents Can Help Grandchildren with College Costs
Paying the collegeTuition payments made directly to a college aren't considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees.As the cost of a college education...
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3 Golf Tips to Keep Your Retirement Plan on Course
In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...
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Six Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
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Staying on Track with Your Retirement Investments
All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...
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Keeping It Simple: The Benefits of Simplifying Your Investment Strategies
When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.The Benefits of SimplicityUnless you...
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Why is ESG Investing So Appealing?
For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that...
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Caring for Your Aging Parents
What is it?Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can...
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Financial Freedom vs. Financial Independence: Key Differences and How to Work Towards Both
Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...
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3 Reasons New Parents Should Consider Creating an Estate Plan
When you prepare to have your first child, the to-do list may seem endless—from purchasing a car seat to furnishing a nursery, lining up day care options, and planning for time off from work. These tasks, while sometimes...
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Money Issues That Concern Married Couples
What is it? Marriage is an important step in anyone's life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have a lasting...
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5 Life Events That Impact Your Life Insurance Needs
A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...
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What Homeowners Should Know About Estate Planning
If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...
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Retirement Planning Options for Business Owners
Perhaps you are self-employed or own a small business. Or, you may be directly involved in running a corporation or a tax-exempt organization.
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Tax-Advantaged 529 Accounts
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students.
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A Small-Business Owner’s Guide To Investing in Stocks
If you own a business and want to diversify your assets by investing in stocks, today’s online brokerages make trading fairly easy. However, stock investing is risky, especially in a volatile market.
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The Changing Face: Dual Income Families
The concept of the “traditional” American family is continually changing. The dual-income family—with both spouses maintaining separate careers and contributing to the financial success of the household—has now become commonplace.
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3 Moments in Life Where You Should Consider Consulting a Financial Professional
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Making the Most of Your Relationship with a Financial Professional
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Buyer Beware: 4 Educational Tips for National Consumer Protection Week
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The Best Items to Help You Organize Your Finances and Important Documents
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
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Things to Consider When Writing a Business Plan
You may know that your small business needs a written business plan—but how do you get started? What elements should your plan address, and do you need different plans for different audiences? Below we discuss a few of the key...
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Giving Back to Your Community While Improving Your Bottom Line
Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs, giving back to the community may be more than just a charitable act; it can also make good business sense. If you have...
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Remarkable Rise Of ESG Investing
Environmental, Social and Governance Investing Basics Responsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and...
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A Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
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