Financial Care for Special Needs Children
Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.
[Whitepaper] Planning for a Special Needs Child
Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.
Life Insurance: Changing Times, Changing Needs
Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!
Insurance Protection for Life’s Key Stages
Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.
Social Security in Our Time
Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.
The Need for Disability Income Protection
The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start?
10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
How Diversification Can Help Small Business Owners Manage Risk
We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.
How A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
Six Important Financial Strategies for Your 20s and 30s
Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.
SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
Benefits of Working with a Financial Professional
Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.
Dollar-Cost Averaging
What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.
Six Wise Ways to Use Your Tax Refund
When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.
Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)
Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.
Continue to Care for Your Family: Final Expense Insurance
For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.
1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
Behavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
