How Will Your Investments Affect Your Child’s Financial Aid Prospects?

How Will Your Investments Affect Your Child’s Financial Aid Prospects? Even though it’s only February, college financial aid officers are already gathering documents, crunching numbers and otherwise working to determine grants for the school year that starts this coming fall. … Continue reading

Consider Your Investment Strategy .. at Each “Season” of Your Life

Consider Your Investment Strategy .. at Each “Season” of Your Life Fall is almost officially here — and if you’re like most people, you’re probably wondering how summer went by so fast. Those trips to the lake or the beach … Continue reading

Roth IRA: For Your Retirement….And Beyond

Roth IRA: For Your Retirement … and Beyond If you’re somewhat familiar with investing, you may know that the Roth IRA is a great retirement-savings vehicle. But are you aware that some of its benefits can also pay off for … Continue reading

Small-business Owners Must Protect Their Futures

Small-business Owners Must Protect Their Futures If you’re a small-business owner, you think a lot about today. Is your cash flow sufficient … today? Are your products and services competitive … today? Are you confident in your marketing and advertising … Continue reading

Think Twice before taking out a 401(k) Loan

Your car could break down. You might need a new furnace. You have to pay for one last term of college for your child. Whatever the reason, you may someday need a large sum of money in a hurry. And … Continue reading