401(k) Loans: The Option of Last Resort
Posted by Joelle Spear, CFP® on Tue, 09/04/2018 - 13:18
As tempting as it may seen, borrowing from your retirement savings bank is rarely a good way to solve a financial crisis.
Six Common Social Engineering Scams and How to Avoid Them
Posted by Chris Gullotti, CFP® on Tue, 09/04/2018 - 12:30
The Internet has made it easier than ever for scammers and criminals to exploit people's emotions.
Ten Common Misconceptions About Financial Aid
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 09:09
Don't let these myths discourage you from applying.
Debunking Five Common Sales Myths about Long Term Care Insurance
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Tue, 09/04/2018 - 08:54
Research the facts before you buy a policy to make sure you're not swayed by unsubstantiated sales pitches.
What Should You Do with a Sudden Windfall?
Posted by Chris Gullotti, CFP® on Mon, 08/13/2018 - 08:35
It's important to consider how sudden wealth--either expected or unexpected--could present both financial opportunities and challenges.
Health Savings Accounts: Easing the Sting of Rising Medical Costs
Posted by Joelle Spear, CFP® on Mon, 08/06/2018 - 15:25
The increasing use of high-deductible plans are making HSAs a tax-advantaged savings option people can no longer afford to ignore.
Pain at the Pump: What's Driving Higher Gas Prices
Posted by Michael Flaherty, CFP®, CRPS® on Mon, 08/06/2018 - 13:05
Americans are spending $69 more per month on gas this summer than last summer. And don't expect big price drops anytime soon.
Five Ways to Avoid or Minimize Probate
Posted by Daniel Flanagan, CPA/PFS, CFP®, AEP® on Mon, 08/06/2018 - 12:16
Bypassing probate enables your estate to go to your beneficiaries without any court proceeding, potentially saving time and expenses.
Discovering Your Inner Philanthropist
Posted by Canby Financial Advisors on Mon, 08/06/2018 - 12:04
You don't have to have the wealth of Warren Buffett or Melinda Gates to identify and act on your philanthropic passions and priorities.
Creating A Legacy of Life Experiences: A Self-Interview Guide
Posted by Chris Gullotti, CFP® on Mon, 07/16/2018 - 14:53
The most important legacies you may leave are your thoughts, life experiences and lessons learned.