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How to Fit the Kids’ College into Your Financial Plan

By Beth Schanou

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

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The Promise of the Biotech Industry and What It Could Mean to Investors

Posted on April 14, 2021

Traditional or Roth – Which IRA Works for You?

Posted on March 24, 2021

The Cost of Infertility: How to Navigate the Finances of IVF

Posted on March 17, 2021

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Posted on March 15, 2021

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In the News

How to Know If A Lender is Legitimate

Posted on January 28, 2021

If you didn’t already know, scam lenders and loans are on the rise, fueled by the economic fall-out of the Covid-19 crisis. Bad lenders have been around for a long time, however, and though the tactics they employ may evolve over time, with a keen eye and some common sense, you should still …

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Posted on January 31, 2020

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

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Market Commentary

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

The U.S. economic picture is looking more muddled than expected. The Consumer Price Index rose 0.8% last week. Used automobile prices rose quickly in response to the semiconductor shortage limiting new car production and demographic trends boosting demand. Retail sales were expected to bui …

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Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

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Newsletters

Managing Your Wealth with Life Insurance through Life Stages

Posted on May 6, 2021

Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

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Blog

How to Fit the Kids’ College into Your Financial Plan

The Promise of the Biotech Industry and What It Could Mean to Investors

Traditional or Roth – Which IRA Works for You?

The Cost of Infertility: How to Navigate the Finances of IVF

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

In the News

In the News

How to Know If A Lender is Legitimate

Radio Segment

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Market Commentary

Market Commentary

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

Newsletters

Newsletters

Managing Your Wealth with Life Insurance through Life Stages

How a 529 Plan Can Help You Save for College and Invest in the Future

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

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