Making sound investment decisions can seem like a daunting process. With the potential for both here today, gone tomorrow losses, or long-term prosperity on the line, understanding your risk tolerance is crucial when it comes to deciding which opportunities are…
Are you interested in investing but unsure of where to start? Many investors are turning to managed accounts – a highly customizable and convenient way to have someone else manage your investments. Managed accounts offer many advantages such as diversification,…
It seems like everyone is talking about debt these days. Whether your friend or family member just bought a car, went to college, or took out a mortgage, debt has become a regular part of life. But what distinguishes good…
Are you considering retirement or already retired? If so, you may have heard of qualified charitable distributions (QCDs) but aren’t sure what they are and how to best utilize them for planning your future. Luckily, QCDs can be a powerful…
If you have recently gone through a divorce, you may be feeling like your retirement and financial future are not what they once were. You’re not alone in this struggle – with the average age for couples to get divorced…
Making sure you are thinking ahead and planning for your future is a crucial step towards financial stability. But if you’re in your 20s, saving and investing now may be the smartest decision that you make with regard to your…
Raising financially responsible and savvy kids is a top priority for any parent. Teaching children to recognize financial value, set reasonable expectations about money, and plan for the future are all skills that will put them ahead in life. But…
Are you looking for a way to invest your money that is consistent with your faith-based principles? If so, faith-based investing may be the perfect option. Faith-based investing allows investors to not only make sound financial decisions but also align…
Navigating life can be a complicated journey, often filled with unexpected obstacles that require careful attention and planning. Among the numerous risks we have to anticipate is a disability – an incident or circumstance that has the potential to impact…
As the cost of a college education continues to rise, many students and parents alike are left wondering how to pay for it. Whether you’re just starting high school or in the thick of planning your future, saving money for…