The choices for retirement savings are extensive and can be overwhelming. And when it comes to retirement planning, inaction can be as bad as making a bad investment decision. One of the most common fears, public speaking, may now be...
ACA Tag: finance
Higher Education Planning: 529 Plans, Funding Options and Career Paths
Going to college is a goal for many students graduating high school. According to the U.S. Bureau of Labor Statistics, “In October 2017, 66.7 percent of 2017 high school graduates age 16 to 24 were enrolled in colleges or universities....
Lulled Into a False Sense of Security
Finding and Communicating Effectively with Financial Advisors Less than 50 percent of the U.S. population consult and hire a financial consultant. There is a myriad of answers for why this may be. Those who do work with a financial professional...
Taxes, Football and Conflicting Rules
When you play in a sport and follow the rules there is an expectation of a fair game with a winner and loser. If you watched the recent Super Bowl you may have seen two touchdowns by the Philadelphia Eagles...
Wills, Trusts and Other Estate Planning Options
Estate planning is one of the most common topics of discussion between financial planners and their clients. The first step toward ensuring that the wealth you build and enjoy during your lifetime will enhance the lives of your children or...
Year End Tax Time is Here… With New Challenges
Every year articles are written about tactics to employ and take advantage of before year-end to save on taxes. However, the year 2017 is unique in that tax reform is being proposed right now…and will possibly be passed before the...
