529 vs. Other Educational Savings Programs
This blog will discuss education savings programs, including 529 plans and other options.
If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?
Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?
5 Financial Goals for the New Year
Start the year off right by getting started on these five top financial goals.
Valentine's Spending Throughout the Years
This blog will talk about spending trends around Valentine’s Day as well as a quick history of the popular holiday.
Finance Tips and Hidden Costs For Snowbirds
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.
Warren Buffett's Best Quotes
This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.
It's Time to Revisit Your Annual Financial Goals. How Did You Do?
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
Wintering 101: Your Guide to Seasonal Living
If your clients want to escape the harsh winter weather, show them how with this article.
End-of-the-Year Money Moves in 2023
Here are some things you might consider before saying goodbye to 2023.
What is The Fed, and What Do They Do?
This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.