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3 Key Money Moves Every Parent Should Make
Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support yourself and your loved ones, and help...
4 Costly 529 Plan Mistakes To Avoid
With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task.1 For many parents, 529 college savings...
Dawn of a New Era for Bonds
Core bond investors have experienced the worst start to the year ever. However tough this year has been so far though (and it has been tough), the potential for future returns has improved meaningfully, in our view. Starting yields tend to be a good predictor of...
Retirement Plans for Small Businesses
If you are self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can have significant tax...
What Is the Right Setting for Your Retirement Story?
There was a time that retirement meant, for many people, sitting in the sun in a southern retirement community along with a host of fellow retirees. However, today retirement means many different things to different people. Why settle for a cookie-cutter retirement...
6 Mental Health Tips for Investors
Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general. Whether you are managing your financial portfolio or making investments on the side, staying mentally healthy may assist with good...
Have We Really Seen Extreme Pessimism Yet?
It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federal Reserve (Fed), Chinese lockdowns, and continuing war in Europe. So...
Six Uses for Life Insurance You May Not Know About
When people think of life insurance, what usually comes to mind is settling the deceased's final expenses and providing financial support for their beneficiaries. Although these are the most common uses of life insurance, cash value, or whole life insurance, they...
5 Ways a Financial Professional Can Be Your Financial Planning Superhero
If you find yourself wavering back and forth on whether it's worth involving a financial professional for tax, retirement, or investment advice, consider this: A financial professional may be able to help defend you against crime and fraud (like Batman). What’s more,...
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PROTECTED FROM NEAR-TERM RECESSION
Not all recessions are created equal. Previous downturns in the U.S. were prompted by various shocks, with the most recent recession started by health and government-induced shutdowns. Other recessions started in the corporate sector, whereas some started from...