Building an Emergency Fund

We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.
By |March 14th, 2017|Estate Planning, Finances, Financial Article, Live Invested|
  • Financial New Year's Resolutions

Making (and Keeping) Financial New Year’s Resolutions

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth?
By |January 17th, 2017|Finances, Financial Article, Live Invested|

Could You Improve Your Personal Finances Today?

In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance.
By |January 12th, 2017|Finances, Financial Article|
  • College Savings Vehicles

UGMA & UTMA Accounts

If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift minors without having to set up a trust.
By |February 9th, 2016|Financial Article|
  • good debt vs bad debt

The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving.

Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey, 44% of boomers reported that they were concerned about the size of their household debt. While many are carrying mortgages, […]

By |April 30th, 2015|Financial Article|
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