As the Coronavirus Continues, Avoid These 5 Retirement Mistakes
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
Financially Speaking, Is It Better to Have Kids Earlier or Later in Life?
It costs on average $233,610 to raise one child. Is it better to make that financial commitment now or later?
Common Estate Planning Mistakes to Avoid
Your estate plan is important for your family, so don't wait until the last minute to create your plan. Here are some mistakes that can be easily avoided while creating your estate plan.
Creating an Estate Plan
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Dollar-Cost Averaging (DCA): What Is This Investment Strategy and Should You Use It?
Dollar Cost Averaging is a risk management strategy that eliminates the emotions of timing the markets and may minimize the pain of losses.
Using 529 Plans to Pay for Private K-12 Expenses
Your 529 plan can now be used to pay for K-12 tuition costs, but there are a few conditions that may affect your eligibility. Learn how to find out if you can use this benefit and follow the changes to state policies.
How Could the Behavior Gap Affect Your Investments During This Time of Market Volatility?
As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.
What Does a Company Merger Mean For My 401(k)?
Your current employer was bought out. Depending on the type of sale, your 401(k) could be affected. Here's what you need to know.
5 Things to Look for When Choosing a Life Insurance Policy
You know a life insurance policy is an important part of your well-rounded financial plan. Here's what to look for when comparing policies.
10 Hidden Costs of Buying a Home
Purchasing a new home is exciting and expensive. Besides the mortgage, prepare yourself to pay these 10 hidden costs.
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
Starbucks: An Investment Lesson in Buying Quality & Managing Emotion
Starbucks is a great example of a high quality, global company that has done a great job branding. Their stock price has seen large fluctuations since it's IPO but has rewarded long term investors. We provide an Investment 101 in our most recent Sandbox Blog post using Starbucks as our example.