Financial Planning Considerations for Single Women
March 9, 2023 1:39 pm Leave your thoughtsFor various reasons, the state of a woman’s financial security often depends on her marital status. A study from the... View Article
Author Archives for Jake Rivas
Tax Changes You Need to Know About for 2022
January 16, 2023 2:25 pm Leave your thoughtsPresented by Kevin Moore and Jake Rivas At the end of a year dominated by inflation, interest rate hikes, market... View Article
5 IRA Misconceptions and How You Can Make the More Informed Choice
September 7, 2022 9:55 am Leave your thoughtsPresented by Jake Rivas Some IRA planning and investment strategies may appear easy to execute, but errors can lead to... View Article
In Transition: Coping with Big Life Changes
August 3, 2022 12:29 pm Leave your thoughtsThe one constant in life is change. Whether your child is graduating from college or getting married, whether you’ve inherited... View Article
FAFSA: Don’t Leave Money on The Table
July 20, 2022 12:15 pm Leave your thoughtsWhen thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify... View Article
Education Savings Vehicles
July 13, 2022 12:08 pm Leave your thoughtsSave early, save often and understand the alphabet soup of options The cost of a college education increases every year,... View Article
The Dangers of Trying to Time the Market
July 10, 2022 12:36 pm Leave your thoughtsAre you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person... View Article
Five Tips to Help Couples Talk About Money
June 29, 2022 11:44 am Leave your thoughtsMoney discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article
The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
June 20, 2022 11:38 am Leave your thoughtsRetirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out... View Article
Could a Health Savings Account Work for You?
November 18, 2021 11:46 am 1 CommentCould a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish... View Article
