Video: Personal Capital and the Fiduciary Standard
June 9, 2017
It’s big day for those who have kept their eyes on the Department of Labor’s Fiduciary Rule (which, to be honest, is the entire financial industry). After much back-and-forth…
Using a Roth IRA for College Savings
October 17, 2017
As college tuition and associated costs continue to dramatically rise, people are looking for more creative ways to save for these large expenses. One option: leveraging a Roth…
How to Prepare for the Return of Market Volatility
October 13, 2017
Markets remained calm as corporate earnings satisfied investors and controversial actions from the White House surrounding Obamacare and Iran were largely ignored by investors. The…
Bull Market Remains Unfazed During Global Disasters
October 12, 2017
Over the past quarter, North Korea successfully tested a hydrogen bomb; devastating hurricanes battered Texas, Florida and the Caribbean; political dysfunction in Washington featured more…
How Much Money Do I Need to Retire Comfortably?
Like most people, you’ve probably wondered, “How much income will I need during my retirement years?”. You’ve also probably wondered why you never seem to run across an answer to…
Introducing the Education Planner
October 10, 2017
Sometimes life goes as planned, and sometimes it throws us curveballs. Whether expected or unexpected, certain events have a large effect on our financial lives. So, this week, we’ve…
Coverdell ESA vs 529 Plan
October 9, 2017
It’s easy to get caught in the complex web of savings plans and strategies when you’re planning on financing your children’s college educations. What’s more, each family has their…
Nine Years Into a Bull Market Means Money for Innovation
October 7, 2017
Stocks continued to rise in the face of a horrific mass-shooting and escalating geopolitical tension. The US economy shed 33,000 jobs in September, but it was largely due to the hurricanes…
CASE STUDY: Funding College While Saving for Retirement
October 3, 2017
The Situation Sam and Bailey are married with three young children. The couple, who are both doctors in their mid-30s, live in Colorado which is one of the handful of states that offers a…
The Trump Tax Reform Outline and What You Should Be Asking
September 30, 2017
The Dow, S&P, and Nasdaq all closed at all-time highs to end the quarter, with the Dow having 8 straight quarters of positive returns. Crude oil futures were up after weekly oil rig counts…
Quiz: How Do You Stack Up Against America’s Affluent?
September 27, 2017
Generation, geography, and gender can influence not only what parents are doing for their children, but also what they think their children want to be done for them. And how much money…
New Survey: How Affluent Americans Handle Family Finances
September 26, 2017
Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family…
Three Options When You Have Excess 529 Funds
September 25, 2017
Paying for your child’s education is one of the largest financial mountains your family will have to climb, but opening a college savings account is a great starting point. One of the…
