Financial Advisor Insights

3 Things You Should Know About Your Parents' Estate Plan

Estate planning discussions are seldom had between loved ones. And understandably so - asking your spouse or parents to discuss their own mortality isn't exactly a conversation many of us have over […]

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What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs and aren't sure how […]

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The Stories We Tell Ourselves About Money

Growing up, kids are taught very simple facts about money: you need to earn it to pay your bills and save it to retire and buy things you want along the way. Yet, as we get older, these basic facts […]

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How to Use a Roth IRA, Even When You Earn Too Much

If you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some […]

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Retirement Planning with a 403(b)

Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used for nonprofit […]

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Beware of the Deferred Compensation Plan

A nonqualified deferred compensation plan (NQDC) allows executives to defer income until a later date, therefore avoiding paying income tax until the money is paid out. While the cash is in "deferral […]

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Saving for Retirement with a 401(k) Plan

One of the most common ways Americans save for retirement is through a 401(k) plan offered at work. As 401(k) plan assets typically represent a considerable amount of an individuals' retirement […]

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Real Estate as Part of Your Investment Strategy

by Kristin McFarland, CFP® on February 21, 2018 in Home buying, Real estate

Real estate is often a big part of an individual’s net worth, whether by accident or design. In the last 10 years, we’ve seen a tremendous comeback in the real estate market across the country. […]

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How to Raise Financially Savvy Kids

By the time they graduate high school, many children learn everything they know about money by observing their parents. Personal finance is completely absent in most K-12 school curricula, so if […]

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Parents can now use 529 plans to pay for private school – but should they?

The recent tax reform legislation included sweeping changes to our tax code. One of the lesser-known provisions could benefit parents who plan to send their children to private school. The Tax Cuts […]

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