By Jon Powell, CFP® Do you need financial planning or investment management? To answer that question, you need to have a grasp on your financial goals, and also understand that advisors have different specialities. In this article, we’ll define the differences between financial planning and investment management, as well as detail our process for helping […]
One question that seems to be popping a lot is “Why aren’t stocks down more?” After all, we’re in the midst of what I hope will be the worst economic calamity of this generation and equity losses are only moderate as we sit here today.
We wrap up our three-part college savings series by taking a look at how to utilize a 529 plan to save for college. We’ve already addressed whether college savings can fit into your financial plan and how much college is going to cost. Once it’s clear that you can save for college (because your own […]