How to Protect Your Identity

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that...
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Getting the most out of a 529 Savings Plan

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with...
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Why Do People Invest in Stocks?

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the entire process, from what exactly is a stock, to how do you buy stock.

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Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an...
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Why Diversifying Your Portfolio is Important

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important:
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