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Tag: Accumulator

May 7, 2021
529 College Savings Plans Account

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.

May 4, 2021
ESG Investing 101

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.

April 28, 2021
Piggy Bank & Calculator

5 Keys to Creating a Personal Budget

Keeping your financial sanity lies in focusing on what you can control. We probably have the most control over our income, expenses, and savings, which makes budgeting extremely important. Financial advisor Adam Glassberg reviews the five keys to creating a workable budget.

March 10, 2021
tips for families on utilizing tax credits for working families

Tax Planning for Working Families

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

March 3, 2021
Start a 529 plan how to

Start a 529 Plan to Save for Your Child’s Education

As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.

February 26, 2021
Live Webinar

Balance Family Finances While Saving for Retirement | On-Demand Webinar

The balancing act of managing your family’s finances is a common challenge for Gen X. This video outlines five things you can do now to help balance everything and get on track: Build a solid financial plan, plan for education, budget and save, balance your retirement plan with the needs of your family, and look to the future.

February 25, 2021
US Dollar

Don’t Miss Out on Free Money

Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.

February 17, 2021
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.

ESG Investing: Does Investing for Good Impact Performance?

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

January 28, 2021
Make the Most of Your Health Savings Account

Are You Making the Most of Your Health Savings Account (HSA)?

A Health Savings Account (HSA) offers a triple tax savings benefit and can be a powerful tool in your retirement portfolio. Financial advisor Nicholas De Jong provides more details in his latest blog post.

January 7, 2021
Adequate Insurance Coverage: Am I adequately insured?

Am I Adequately Insured?

Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.

January 5, 2021
Retirement Savings 101 and Guidelines

Retirement Savings Basics

Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.

December 22, 2020
Gen X Financial House in Order and Goals

Getting Your Financial House in Order

Balancing the needs of your loved ones can be a rewarding but challenging task. Have you had a chance to look at your own financial situation and progress toward your goals? If not, this may be a good time to get your financial house in order. Financial advisor Chris Ruedi provides a few simple steps to start the process.