Category: Financial Planning

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    529 Plans

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    529 Plans

    Published by Mark Lookabill 529 plans were just recently brought back into headline news with President Obama’s State of the Union Address. During the State of the Union, the President expressed his desire to start taxing withdrawals from 529 plans.

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    The Too-Good-To-Be-True Dividend

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    The Too-Good-To-Be-True Dividend

    Published by Brett Carson We’ve all heard the saying, “if it’s too good to be true, it probably is.” That’s how I feel about high yielding investments in this ultra-low rate environment. Just recently, my father asked me to look into a stock that was trading at nearly a 19% dividend yield t …

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    Applying for College Financial Aid

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    Applying for College Financial Aid

    Published by Beth Schanou  Now that January has arrived, those with college aged students are faced with the task of completing the Free Application for Federal Student Aid (FAFSA). The FAFSA data gives a student access to financial aid and many states and colleges (public and private) use …

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

    Published by Rob Furlong A couple weeks ago, Heisman trophy winner Marcus Mariota led his team, the University of Oregon Ducks, to the National Championship game. During his three years as the team’s starting quarterback, he has accumulated impressive stats culminating in a senior year wher …

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    Qualified vs. Non-Qualified – I Don’t Get It?!

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    Qualified vs. Non-Qualified – I Don’t Get It?!

    Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

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    American and Immigrant Parents: Life Lessons about Money

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    American and Immigrant Parents: Life Lessons about Money

    Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

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    Retirement Funding: More than a 401k Account

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    Retirement Funding: More than a 401k Account

    Published by Mark Petersen People have many different ways of saving for retirement. One may utilize pre-tax or post tax savings, invest in appreciating assets or collectibles or even allocate money to assets which may simply maintain their value over time.

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    Creating an Enduring, Intangible Legacy

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    Creating an Enduring, Intangible Legacy

    Published by Beth Schanou, Creating a lasting legacy requires more than legal documents transferring material assets. Although a considerable amount of time is spent on the estate planning process, often the transfer of wisdom, insight, experience and other similar intangibles are not considered.

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    5 Lessons Parents Should Teach Their Children About Finances

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    5 Lessons Parents Should Teach Their Children About Finances

    Published by Andrew Rogers Every year, millions of young adults graduate from high school and embark on a new journey in life.

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    Don’t Treat Your Home Like A Cash Cow

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    Don’t Treat Your Home Like A Cash Cow

    Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.

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