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Financial Planning

Saving for Down Payment on Your First Home

February 8th, 2013

Saving for a down payment on your first home will be an important part of creating wealth and building equity in your home.  Your home is usually the largest investment you make in a lifetime and so the purchase and financing aspect is extremely important. A down payment for a home is used to minimize
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Common Mistakes that People Make While Picking a Financial Advisor

January 25th, 2013

Choosing a financial advisor is an important part of taking control of ones finances, but it can be confusing. Learn what to keep an eye out for.

How to Find Financial Aid Using the FAFSA Form

January 25th, 2013

The FAFSA can end up being one of the most important forms that you fill out for financial aid, read this article to make sure you get it right.

Business Finance 101: Using Money Wisely to Achieve Success

January 25th, 2013

If you own a small business, financial management is one of the key areas that you need to excel in, this article will get you started on the right track.

Comparing SEP and SIMPLE Retirement Plans

January 25th, 2013

Learn about Simplified Employee Pension Plans and Savings Incentive Match Plans for Employees including information regarding eligibility, contributions and withdrawals

Four Different Types of College Loans

January 25th, 2013

Learn about the different types of college loans available, including Perkins loans, Stafford loans, and PLUS.

Utilizing Grants and Scholarships to Pay for School

January 25th, 2013

Who doesn't like tax-free money that doesn't have to be paid back? Find out about grants and scholarships and how they can fund your education

Your Rights as a Financial Advisor’s Client

October 23rd, 2012

There are only a handful of industries that are more personal or emotional than the financial services industry. In every relationship, it is important to know the expectations and boundaries. To address this issue, the financial services industry has adopted the concept of a Client Bill of Rights. The original framework developed in the mid
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How Financial Advisor Fees Work – Don’t Be Afraid to Ask!

October 23rd, 2012

We have often been taught as children that asking someone how they make their money is fine while asking how much they make is inappropriate. However, the rules are different for financial advisors even though many people don’t ask how much the advisor will make. How the advisor makes their money and how much they
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Should I Fire My Financial Advisor?

October 22nd, 2012

As the CEO of your money, you have the ultimate responsibility for it and the people involved with managing it. Markets are volatile and sometimes things don’t go as planned. When this happens, should you scrap the plan, fire the advisor, or both? Ultimately, it is a difficult decision because a relationship with a financial
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