Congratulations! You’ve finally reached the point where you earn a few more dollars than you spend each month.What should you do with that extra cash? Where should it go? Those are the questions we’ll help answer. Why does it matter where you save? You work hard for...
The Value of Financial Planning Congratulations on taking the first step toward securing your financial future! If you’re starting to create a financial plan, you’re already ahead of the curve. Did you know that only one in every three adults in their 50s makes it as...
Going to college is exciting! You get to live on your own for the first time, meet new friends, and explore new interests. But, for many, college is also a source of anxiety. Aside from having to develop a new routine in a new area, many students worry about how to...
Grandma and the EE Savings Bond Gift My family has an unusual tradition–my grandfather self-built two houses–one completed in 1957 and another in 1996. Yes, he built them, hammer-swinging and all, with family help. My father has also done the same–first completing...
1) Do you act as a fiduciary? By being a fiduciary, an advisor acts in your best interest 100% of the time. It’s important because if not, they might be recommending something that’s just “suitable” for you, so they can earn higher commissions or incentives. JSA...
