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Understanding 529 Plans

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Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans. Click here to open fullscreen

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Is Your Financial Advisor a Fiduciary?

News

Is Your Financial Advisor a Fiduciary?

President Barack Obama’s recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client’s needs before their own. That’s right. Your advisor may not have your best interests in mind.

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The Mutual Fund Fees We Don’t Talk About

News

The Mutual Fund Fees We Don’t Talk About

Mutual fund fees are often discussed, but not fully appreciated by many investors. The ultimate cost of owning a fund is far greater than what meets the eye. This is primarily due to two reasons. First, only about a third of the total cost is reported by the expense ratio. Other hidden fees can more than triple this explicit expense.

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Is Your Advisor A Fiduciary?

Videos

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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We’re Buying Pieces of Companies

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We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch

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Retirement Planning

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Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen

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Retirement Planning

Infographics

Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared?

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Social Security

Infographics

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.

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Social Security

Blog

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits. Click here to open fullscreen

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Maximizing Social Security

Videos

Maximizing Social Security

Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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