2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals
Presented by Kevin Moore, CFP® and Jake Rivas, CFP® At the end of last year, the big question was, “Will
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them
Presented by Kevin Moore, CFP®, AIF® Caring for aging parents can be a difficult planning aspect to balance.
Presented by Jake Rivas, CFP® Industry overview The marijuana industry has come into the limelight over
The Fundamentals of Disability Insurance
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most d
Long-Term vs. Short-Term Disability Income Insurance
It's hard to imagine becoming disabled, and harder still to imagine a disability lasting longer than a few week
Time to Hit the Panic Button on Market Volatility?
Presented by Kevin Moore, CFP® Recent declines have taken the U.S. stock markets down more than 2 percent. No
Women and Asset Protection: How Insurance Can Help
Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives,
Devising a Data Breach Game Plan
As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. Fo
There's no denying the benefits of a college education: the ability to compete in today's job market, increase
How Grandparents Can Help Grandchildren with College Costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend i
How to Protect Yourself Against Identity Theft
Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living i
Ways to Better Protect Yourself from Identity Theft
As we learned from the Equifax breach in 2017, we can fall victim to identity theft
529 Savings Plans vs.Prepaid Tuition Plans
Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that's right for you,
529 Plans and Financial Aid Eligibility
If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for co
It's hard to talk about college without mentioning financial aid. Yet this pairing isn't a marriage of love, bu
Don’t Let Your Retirement Savings Goal Get You Down
Don't Let Your Retirement Savings Goal Get You Down As a retirement savings plan participant, you know that se
5 Tips to Prepare for Filing the FAFSA
February is financial aid awareness month. As a parent to a High School senior, you might be feeling a bit of h
Year-End Financial Planning Checklist by Jake Rivas
As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help
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