Do Your Homework on 529 Accounts
The watchword is suitability. That’s at the heart of recent enforcement action by an investment industry self-regulatory group known as...
investment
Free Virtual Seminar a Chance to Learn to Trade
There’s a vast difference between traders and investors, although both have the same goal: to make money in the markets....
Investing in an HSA? Better Shop Around
Nearly half of all people covered by private health insurance are now in high-deductible plans, with the percentage rising every...
When Establishing a 529 Plan, it Pays to Compare
529 college savings plans were established in 1996 to make it easier for parents and others to save for education...
7 Safe Investments with Decent Return
Fixed-income investments play an important role in an investment portfolio. Returns are relatively predictable, and they’re usually much less risky...
IRA Steps to Take Before Year-End
The end of the year is the time to tie up your financial loose ends. Here are three steps that...
Respect Your Survivors By Creating a Will
An estate consists of all property owned by you at the time of your death, according to Findlaw.com: — Real...
The 5 Things People Ask Potential Advisers and Why They Are Wrong
We recently had a prospective client ask us to send out our Form ADV Part 2. That was their only...
Coherent Philanthropy: 6 Key Lessons for Families
Philanthropy is ?coherent? when it is logical, well-organized, well-planned and sensible ? as well as easy to understand and articulate....