RESOURCES
How Can a 529 College Savings Plan Actually Benefit You?
We understand that saving for your child’s college education is a daunting task – it seems far enough away that it’s not real, yet time flies while you’re raising a family....
ETF vs Mutual Fund: Which One Should You Choose?
You worked hard for your money and you want it to work hard for you. You know you need to invest it wisely but figuring out the right investment tool can be overwhelming – there...
What Are the 30 Essential Documents Needed for Estate Planning?
We know that estate planning is a delicate process – it can be slightly uncomfortable for you, and it can be even more uncomfortable for your family members who aren’t ready for...
Do You Actually Need an Earned Income Tax Credit?
Filing your taxes is probably the least exciting thing you can do in the new decade. However, if you meet certain qualifications and income limits, you may be eligible for the...
3 Things Stay-at-Home Moms Can Do to Be Financially Independent
Financial independence is hard enough for single people without children – achieving financial freedom as a stay-at-home mom is exponentially more difficult. Your income options...
Long-Term Care Insurance Is Tax Deductible – But Are You Actually Qualified?
Long-term care and assisted living facilities can be incredibly expensive, but long-term care insurance policies are available to help manage any unexpected medical costs. In...
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Categories
How COVID-19 Has Affected Your Retirement
As we continue to navigate these uncertain times, it is important to evaluate your retirement and how the coronavirus pandemic has affected your retirement plans. This year, we have experienced a national lockdown, business closures, and record-high unemployment...
How Do You Calculate the Amount of Money Needed for Retirement?
Planning for your retirement can be tricky – it’s hard to know what your expenses will be, and forecasting future income is complicated at best. Between inflation and changes in the economy, we understand how difficult it is just to figure out how much you’ll need in...
How Can a 529 College Savings Plan Actually Benefit You?
We understand that saving for your child’s college education is a daunting task – it seems far enough away that it’s not real, yet time flies while you’re raising a family. Investing seems like something you can worry about later. The truth is that you want to start...
ETF vs Mutual Fund: Which One Should You Choose?
You worked hard for your money and you want it to work hard for you. You know you need to invest it wisely but figuring out the right investment tool can be overwhelming – there are dozens of options and knowing where to start is tough. When you want convenience and...