Category: Personal Finance

Reasons for Financial Planning: How an Advisor Can Help After You’ve Been Injured

When you initially think “financial planner,” you may think you have to be wealthy, you’re close to retirement or you want to play the stock...

All About Bitcoin

Led by Bitcoin, digital currencies, also known as cryptocurrencies, have made a big splash in recent years.  While these newfangled currencies are still considered novelties...

Top 5 Ways to Spend Leftover 529 Funds

The original purpose of a 529 plan is to pay for a college education, but what should you do if your child or grandchild graduates...

Should You Add Gold to Your Investment Portfolio?

Gold has been a valuable and highly coveted commodity for centuries. Unlike other common investment asset classes, you can touch gold, see gold, and keep...

Why are stocks recovering as the economy declines?

Optimism. It isn’t something many Americans have been able to hold onto during this COVID-19 financial crisis. From small business shutdowns, record-high unemployment levels, and...

3 Money Smart Ways to Reinvest Your COVID-19 College Tuition Refund

Java-Design-PatternsHas your college canceled its in-person and online classes due to the COVID-19 pandemic? Unfortunately, this has become the norm this spring. Social isolation has...

How to Protect Your Assets at Each Life Stage

Do insurance options seem overwhelming at times? It can be tricky to navigate the many different plan types and terminologies to find the right fit...

Thinking about Sending Your Child to a Private High School?

There are many reasons why parents may consider sending their child to a private school; from the varied curriculum these schools are able to offer,...

A Financial Advisor’s Point of View: What and When to Teach your Kid’s about Money

As every father or mother knows, being a parent can be challenging. There are so many important aspects in life you need to share so...

Tips To Make Sure Your Beneficiaries Are Accurate

There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...

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