May 22, 2014 Most people associate financial planning with investment management, when in fact investment planning is only a small piece of the financial planning process. We actually believe that the investment management is the portion where the presence of a...
April 25, 2014 When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market. The insurance products often sold for college savings are Whole and Indexed...
September 30, 2013 We all know that the decision to start or grow a family is based upon many factors other than finance, but none-the-less, having children is expensive. Being realistic about the expense of raising a child in today’s America is important. Once you...
September 30, 2013 With the stock market reaching new heights, some investors may be backsliding into their pre 2008 bad habits. We all learned valuable lessons from the crisis: We dealt with the repercussions of being in too much debt, and most of us realized that we...
September 9, 2013 Recently the Wall Street Journal published a number of articles outlining common financial mistakes that should be avoided both in the important accumulation years and in retirement. These mistakes range from mishandling Social Security to enabling...
