Saving for college doesn’t have to be as expensive as you think An interesting survey conducted by Edward Jones earlier this year indicated that 69 percent of Americans were unaware that 529 Plans were for college savings. I’d like to think that the other 31 percent who know about 529 Plans are the ones with…
As published in the Racine Journal Times | May 3, 2013 As the stock market losses of 2008-2009 become a distant memory, it’s a good time for a refresher on the primary risk when it comes to investing, which is the unexpected loss of value.
As published in the Racine Journal Times | March 7, 2013 As stocks continue to increase in value, more people are starting to wonder whether they will continue to rise or whether a decline is coming soon. As the major stock indexes build on their gains from 2012, I think it’s a reasonable question for…
As published in the Racine Journal Times | February 7, 2013 Do you have a relative or close friend whose spouse recently died? You may be in a unique position to help them through one of the most difficult times in their lives. Too often, we’re at a loss for what to do though. Here…
As published in the Racine Journal Times | January 3, 2013 Trillions of dollars are expected to be transferred in the coming decades from one generation to another. A common question I hear from older generations is: What’s the best way to leave their money to their children? An unlikely source of guidance for many…