Tag: Women of Clarity

Five Common Questions on 529 College Savings Plans

Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]

By |2019-07-15T21:29:07+00:00June 1st, 2019|Blog|Comments Off on Five Common Questions on 529 College Savings Plans

Estate Planning in the Digital Age

You are likely familiar with traditional estate planning that utilizes documents like wills and trusts to dictate how your assets such as your bank and investment accounts, home, and personal belongings are distributed after your passing. But have you [...]

By |2019-08-15T20:37:49+00:00May 1st, 2019|Blog|0 Comments

Long-Term Care Insurance

On average, an American turning 65 today will incur $138,000 in future long-term care costs.1 One in seven adults will have a disability for more than five years, and the median annual cost of nursing home care in the US [...]

By |2019-08-15T20:40:51+00:00April 1st, 2019|Blog|0 Comments

Market Capitalization: What are Large Cap and Small Cap Stocks?

Your financial advisor may mention that your portfolio includes small cap stocks or large cap stocks. Understanding the difference is an important aspect of managing potential risks and expected returns for your investments.The world of equity investing can be overwhelming. [...]

By |2019-07-15T21:38:18+00:00March 1st, 2019|Blog|Comments Off on Market Capitalization: What are Large Cap and Small Cap Stocks?

Stocks vs. Bonds

Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should invest in a stock, a bond, or both? [...]

By |2019-07-15T19:04:45+00:00February 1st, 2019|Blog|Comments Off on Stocks vs. Bonds

Make 2019 Your Year of Financial Clarity

January is the time where you can’t avoid those articles and conversations discussing the best New Year’s resolutions and how to make this year your greatest.  This article is different in that we would like [...]

By |2019-07-15T19:55:32+00:00January 16th, 2019|Blog|Comments Off on Make 2019 Your Year of Financial Clarity

What is the Stock Market?

Many people are familiar with the term “stock market,” but few actually understand what a stock market is, as well as its role in the economy. A stock market generally refers to an exchange where investors buy and sell [...]

By |2019-08-02T14:08:56+00:00January 1st, 2019|Blog|Comments Off on What is the Stock Market?

Five Simple Year-end Tax Planning Strategies:

The end of 2018 is fast approaching. Thanksgiving flew by, and now it’s time to make sure holiday presents and plans are set as we gear up for cold weather and special times with family and friends. It’s a [...]

By |2019-07-15T20:27:45+00:00December 4th, 2018|Blog|Comments Off on Five Simple Year-end Tax Planning Strategies:

What is a Trustee?

A trustee is a person (or company) who has been entrusted by the grantor (the person who created the trust) to carry out the terms of the trust on behalf of the beneficiary. For legal purposes, the trustee is [...]

By |2019-07-15T19:05:48+00:00December 1st, 2018|Blog|Comments Off on What is a Trustee?

The Complexity of Retirement Planning

After graduating from college, typically you begin a career and (hopefully) start saving for a rainy day. Years quickly pass and before you know it you might be married with children. Soon after the children arrive, you begin planning [...]

By |2019-07-15T15:05:06+00:00November 1st, 2018|Blog|Comments Off on The Complexity of Retirement Planning