Articles
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
Latest Posts
Tips From a Financial Advisor to Help You Navigate Divorce
By Laurel Buchanan, CFP® Divorce is a difficult and emotionally draining process—no matter how long or short the marriage was. On top of that, it can be hard to navigate the legal and financial aspects
Serving Our Community: How Our Contributions Help Us Stand Out
By Adam Brooks, CFP® “The reward for work well done is the opportunity to do more.” — Jonas Salk Not everyone gets recognized for their hard work. But if you’re working for the right reasons,
Social Security Income
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to www.ssa.gov/estimator. The retirement estimator gives estimates based on your actual
Save Now or Save Later?
Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.
What Are the Pitfalls of Probate?
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like
What Key Estate Planning Tools Should I Know About?
Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. By