Have you ever played chess? If your answer is yes, then you know that it’s a complicated game that requires you to consider all of your options, assess threats to your success, and analyze how each play will impact the rest of the game. Planning, coordinating, and implementing a financial strategy is a lot like […]
I wouldn’t say that a financial advisor is what I always thought I would be. No, at the young age of nine I wanted to be a veterinarian. I entered college as a biochemistry major and was on my way. Yet, as most freshmen soon find out, the dreams of childhood and the practicality of […]
The market takes a tumble and then keeps fluctuating, so it’s understandable that you’re feeling nervous about your investments. But with investing, making decisions based on fear can lead to costly mistakes. Here’s how to get through this year’s forecasted bumpy ride without losing your composure—or your money, for that matter. Lock Down Your EmotionsIt’s […]
What Should You Do During a Stock Market Decline? The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock market […]
The Tax Cuts and Jobs Act (TCJA): Which Provisions are Temporary and Which are Permanent? The Tax Cuts and Jobs Act (TCJA) includes a number of important tax changes for individuals and businesses. However, it’s often difficult for advisors and investors to keep track of which changes are permanent and which are scheduled to expire at […]
College applications are out and if you are like us, you are quietly holding your tongue allowing your child to attempt navigation of this formidable process on their own. After all, this is often their first encounter with adulthood and the responsibilities of getting it right or the results won’t happen. Of course, as a […]
Establishing healthy financial habits in college is good practice for life as a working adult, and there are lots of ways for students to cut costs while in college. Check out some of our top tips below. Buy used textbooks. A single new textbook can cost several hundred dollars, but often these items can be purchased […]
Budgeting as a student is an essential component of making college affordable, but far too often students don’t have the tools needed to succeed. A 2016 study found that 43 percent of students don’t track their spending while 58 percent said they aren’t saving money each month. Based on these figures, it should come as […]
Kids These Days! I’ve said it. I never thought I would, but I have. It’s just a more empathetic “kids these days!” than our parents intended. That’s because the world kids these days confront when they graduate college and set out on their own is very different than the one we faced. I can’t help […]
Hi Everyone…Did you know that an estimated $46 billion in college grants and scholarships are awarded by the U.S. Department of Education and different academic institutions every year. But there are a handful of top-tier awards for high-performing, standout students known as Prestige Scholarships. Qualification standards are much higher than typical financial aid options, and […]