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Whether you need advice about retirement planning, estate planning, tax planning, college planning, charitable planning, debt management, or insurance planning, there is a financial advisor out there who is well-equipped to help you achieve your goals.
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How Will Your Taxes be Affected by Trump's Proposals?

by Kevin Douglas Michels Level 11
One of the many promises President-Elect Trump made throughout his campaign was to simplify the current tax code. This has been on the Republican’s agenda for quite a while and now with a Republican President and ...(more)
Comment   |  Jan 09, 2017
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Behavioral Finance Has Become Increasingly Important

by Colin Britton Exelby Level 6
I think people generally realize that buying high and selling low isn’t a good strategy.  However, year after year the research shows that individual investors tend to buy asset classes or sectors after periods of ...(more)
Comment   |  Jan 05, 2017 from Towson, MD
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End-of-the-Year Money Moves for 2016--IT'S NOT TOO LATE!

by Kari Middleton Hendrix Level 11
End-of-the-Year Money Moves for 2016 Here are some things you might want to do before saying "goodbye" to 2016.  Provided by Kari Middleton, PPC                        What has changed for you in 2016? Did you start ...(more)
Comment   |  Dec 19, 2016 from Palm Desert, CA
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Seven Concerns & Fears About Retirement -By J. Barry Watts, Tax & Retirement Strategist

by James Barry Watts Level 6
Seven Concerns and Fears About Retirement By: J. Barry Watts   The speckled-with-grey-haired executive wearing the rumpled trench coat dropped into the seat beside me at gate B33 of the Pittsburgh airport with a loud ...(more)
Comment   |  Dec 09, 2016
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Understanding your Social Security Benefit for Young and Old

by James Leland Hancock Level 8
Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very ...(more)
Comment   |  Dec 07, 2016
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How student loans impact your credit

by Jose Manuel Soto Level 17
If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a significant ...(more)
Comment   |  Dec 05, 2016
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Understanding IRAs

by Jose Manuel Soto Level 17
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a ...(more)
Comment   |  Dec 05, 2016
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Finding money to pay college bills out of pocket

by Jose Manuel Soto Level 17
You've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear ...(more)
Comment   |  Dec 05, 2016
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529 plans: The ins and outs of contributions and withdrawals

by Jose Manuel Soto Level 17
Section 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of ...(more)
Comment   |  Dec 05, 2016
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Saving for retirement and a child's education at the same time

by Jose Manuel Soto Level 17
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can ...(more)
Comment   |  Dec 05, 2016
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Deciding what to do with your 401(k) plan when you change jobs

by Jose Manuel Soto Level 17
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer's ...(more)
Comment   |  Dec 05, 2016
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Six keys to successful investing

by Jose Manuel Soto Level 17
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here ...(more)
Comment   |  Dec 05, 2016
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Borrowing or withdrawing money from your 401(k) plan

by Jose Manuel Soto Level 17
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and ...(more)
Comment   |  Dec 05, 2016
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Investing for major financial goals

by Jose Manuel Soto Level 17
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But ...(more)
Comment   |  Dec 05, 2016
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Teaching your child about money

by Jose Manuel Soto Level 17
Ask your five-year old where money comes from, and the answer you'll probably get is "From a machine!" Even though children don't always understand where money really comes from, they realize at a young age that they ...(more)
Comment   |  Dec 05, 2016
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And baby makes three

by Jose Manuel Soto Level 17
So you're going to have or adopt a baby. Congratulations! Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare for life with your baby, here are a few things you should think ...(more)
Comment   |  Dec 05, 2016
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Four Financial Ideas On Your Work Anniversary

by Jose Manuel Soto Level 17
It’s another anniversary and a good time to reflect on where you are in your career both professionally and financially.   It couldn’t be a better time to also take stock of where your overall financial plan is ...(more)
Comment   |  Dec 05, 2016
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It Takes Luck to Stand Out

by Cameron Hamilton Level 12
What do NFL kickers and mutual fund managers have in common? Asking this question to friends and colleagues yielded some interesting responses: both have big egos, are overpaid, and the only time you learn one’s name is ...(more)
Comment   |  Nov 22, 2016
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BENCHMARKING YOUR RETIREMENT PLAN

by Curtis Steven Farrell Level 13
  Mark Twain once said, “comparison is the death of joy.” While this may be excellent advice for personal development, comparison is imperative as an employer and mandatory as a plan sponsor. If you sponsor your ...(more)
Comment   |  Nov 30, 2016 from Mission Viejo, CA
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The Robots Have Arrived, They Want Our Jobs

by Hoy Carter Grimm Level 14
Trump and Clinton are getting all the press but the biggest threat to the middle class is made of steel, works 24/7 without a break and no healthcare or retirement benefits. Meet your new co-worker and he wants your ...(more)
Comment   |  Nov 14, 2016 from Maryville, TN
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