You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?
Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.
Smart Credit Card Strategies
Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.
What To Know Before Retiring Early
Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.
What Can You Buy With 529 Distributions?
If you are saving for education, then you are familiar with a 529 Plan. When it comes time to pay, how are you able to get the most out of it?
5 Reasons Why You Might Retire Earlier than You Planned
Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.
Cost-Saving Strategies for Extended Care
Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
5 Myths About Generational Wealth You've Likely Heard
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
Budgeting for a Once-in-a-Lifetime Experience
Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.
5 Ways to Find Your Financial Independence This Year
Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.