Is the Private College 529 Plan Right for Your Family?
The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.
Is Your 401(k) Failing You?
Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?
FSA or HSA? What to Consider During Open Enrollment
In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.
Benefits of Rolling Over Your 401(K) to an IRA
One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.
5 Keys to Creating a Personal Budget
Keeping your financial sanity lies in focusing on what you can control, including your income, expenses, and savings. That’s why budgeting is extremely important. Financial advisor Adam Glassberg focuses on five budgeting fundamentals to keep in mind.
Saving for College: 529 Plans and Beyond [On-Demand Webinar]
In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal.
Estate Planning Basics White Paper
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
The Latest Trends in College Admissions
College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.
Should I Hire A Financial Advisor?
Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.
Gen Xers: Get Your Financial House in Order [On-Demand Webinar]
The work-life balance struggle is real, and anxiety about finances is partly to blame. It’s not too late to get a handle on finances, improve budgeting, retirement planning, and much more. Get started by watching our free webinar today.
529 College Savings Plans
Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.
ESG Investing 101
ESG, a form of investing that takes key Environmental, Social, and Governance metrics into consideration during the portfolio construction process, is gaining traction. Eamon Verdone, a senior investment research analyst, talks about how these strategies can help investors support corporations that apply best practices from an ESG standpoint.