Blog
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education. Preparing for college while still in high school can be difficult for even the most academically-minded student. These days, you need to excel in the...
Kids & Money
Tips for setting up children for financial success It’s the time of year when many parents are sending kids off to college to start newly independent lives full of exciting opportunities – new classes, new friends and many new opportunities. It may also be one of the...
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to...
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs). As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs)...
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls. The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their...
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article. Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain...
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates. In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like ABBA, KISS, and the Beatles embraced the digital frontier. These legendary acts showcased new...
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement. If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and...
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article. Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where...
