Ideas & Insights

Top Tweets of the Week

January 30, 2015, No Comments by Kimberly L. Curtis

Top tweets of the week, catch up on all of your news needs!

Super Bowl Sunday

January 29, 2015, No Comments by Shannon E. Johnson

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Are you ready for some FOOTBALL!? 

Saving for College

January 28, 2015, No Comments by Niels A. Jepsen

As the new year has ushered in new laws, tax codes and political powers, the updates that effect every day Americans continue to change up the news cycle. Recently, we explored the changes to 529 Plan investing optionsAs we've explored, education funding is extremely important to incorporate with your financial plan and retirement objectives. The rising cost of college can be a hurdle if not planned for accordingly. 

Top Tweets of the Week

January 23, 2015, No Comments by Kimberly L. Curtis

Top tweets of the week, catch up on all of your news needs!

Tax Filing Tips

January 21, 2015, No Comments by Shannon E. Johnson

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Now that the IRS is officially accepting tax return filings, it's the time to decide how you want to approach your 2014 tax return. 

Top Tweets of the Week

January 16, 2015, No Comments by Shannon E. Johnson

Top tweets of the week, catch up on all of your news needs!

Education Funding

January 14, 2015, No Comments by Niels A. Jepsen

As the cost of college has been soaring, individuals and families are beginning to invest in different education funding vehicles. This trend is essential to a successful financial plan. By taking proactive steps, a family can prepare more efficiently for retirement. A popular method is investing in 529 plans. In the past, owners of these plans were only able to change their investment options once per year. In response to recent government legislation, the flexibility the change these investments has increased. College savers are now able to change their investments up to twice per calendar year.

Top Tweets of the Week

January 09, 2015, No Comments by Kimberly L. Curtis

Top tweets of the week, catch up on all of your news needs!

Who's Doing Your Taxes?

January 08, 2015, No Comments by Niels A. Jepsen

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With filing season approaching, it's time to start thinking about if you'd want to hire a tax professional. Tax planning is an important part of your financial plan and finding a qualified individual can help with ensuring your tax efficiency ultimately, for retirement.

Money Resolutions

January 07, 2015, No Comments by Shannon E. Johnson

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Here we are... 2015.

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