SPRING CLEANING YOUR FINANCES

One of the keys to financial success is being organized. When we’re on top of our finances, we become better stewards of our wealth and we find that reaching our goals becomes just a little easier. With tax season coming to an end and warm weather on the way,...

YOUR YEAR-END FINANCIAL HOUSEKEEPING

The holiday season is fast approaching with all of its pleasures and aggravations. But in the whirl of activity, we strongly recommend that you set aside some time to do a bit of financial housekeeping. By checking off the items on the list below, you may help put...

FUNDING COLLEGE WHILE BUILDING WEALTH

We all know how expensive a college education has become. To pay for college, families often rely on the combination of student loans and tax-deferred 529 college savings plans. Needless to say, this approach is far from perfect. No one likes being saddled with...

WHY FINANCIAL PLANNING IS CRITICAL

Getting rich quick is the ultimate fantasy for us Americans. We dream about that big business deal, that once-in-a-lifetime investment, or even that winning lottery ticket. Yet it’s exceedingly rare that our dreams come true in one fell swoop. More often, we...

DON’T BE FOOLED BY “SAVINGS ACCOUNTS”

The term “savings account” evokes a sense of security: When you deposit money in a bank savings account, you know it’s insured and you won’t lose it. Other kinds of “savings accounts,” on the other hand, aren’t so safe. Think...