The Pros and Cons of Investing in a 529 Plan for College
If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best...
Passive Income Investments: How to Make Your Money Work for You
Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort. While...
Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning...
The Pros and Cons of Investment Apps
Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most investing can be done online—there are even apps to help you. From apps to help you save your spare change to stock...
Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move? Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even...
Living the Dream: How to Plan for Your Ideal Retirement
What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home. The most important thing about retirement...
More than Finances: The Benefits of Holistic Advice from Financial Professionals
When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means...
Making the Most of Your Tax Return
Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to...
Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg
Retirement can feel like a finish line after decades of working — but you may not be able to cross that finish line or really enjoy the retirement you had imagined if you get tripped up along the way. In fact, the retirement of your dreams...