Education Funding Getting the most out of your 529 plan Today, every state in the U.S. offers at least one 529 plan. While the way plans are structured may vary, they...
Blog Now’s the best time to teach kids to invest Thomas J. Henske, Partner at Lenox advisors discusses taking advantage of this chaotic time to teach your...
Financial Planning To Exercise or Not to Exercise Your Employer Stock Options Do you have employee stock options that you're not quite sure what to do with? You could exercise and take...
Long Term care Are You In The Know On LTC? When people consider the subject of long-term care, they often think about nursing homes. In fact, long-term...
Education Funding Repaying student loans early: How to do it right Paying off debt ahead of schedule is one of the best ways to increase your net worth in the long run. Unlike...
Blog How a Living will helps ensure your last wishes are carried out Many people confuse a living will with a last will and testament, but they aren’t the same. These...
Blog Arming clients with the tools to teach kids about finances On the surface, endeavoring to help young people (Ages 6-20) develop a basic understanding of money concepts...
Annuities The Impact of the Sequence of Investment Returns Most people would jump at the chance to earn a 10% average annual return in retirement. But averages...
Financial Planning Prepare Financially For A Divorce The following information will make you aware of some issues that accompany the division of finances...