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When purchasing an Exchange Traded Fund (ETF), mutual fund, or individual stock to invest in do not make the classic mistake of chasing returns. In this post, we will examine ETFs and to a degree [...]

Financial planning can be a complicated and confusing endeavor for many. As a Registered Financial Consultant, I am always looking for ways to improve my services on a variety of people I am [...]

If you have children or grandchildren and wish to save for their education expenses efficiently, you will want to look at a state-sponsored 529 plan. These plans are available in every state and [...]

Are you one of the millions of workers whose company does not offer a pension for your retirement? If so, then you will most likely rely on the government’s answer to companies taking away the [...]

If you are a member of Generation Z, here are some money tips from Millennials and Gen X that we have learned the hard way. Yes, you are still young and have the rest of your financial lives [...]

When you retire, it can be a scary proposition for many. Why? They may not have saved enough during their working years, or they may fear that what they did save will not be sufficient for their [...]

Retirement can be a daunting challenge for many people both young and old alike. When people are just starting their working careers, saving for a retirement that maybe 40 years away is the least [...]

For those of you who are in your retirement years or approaching the all-important age, 70 ½ here are some helpful tips concerning certain retirement accounts. With the exception of ROTH [...]

Are actively managed mutual funds getting less expensive? The answer appears to be yes, they are. Over the past several years, passive managed mutual funds and Exchange Traded Funds have stolen [...]

A Basic Guide to Retirement Planning Getting ready for retirement needs to start early in your career instead of waiting as most people, unfortunately, do to the detriment. When I started with [...]