Got Investophobia? Here are 6 Steps to Overcome Your Investing Fears Investing your money for the future might be one of the quickest ways to grow your wealth, whether saving for retirement or making a large purchase. While most people know investing is a potential way toward a more manageable financial future, some may find [...]

Finding Focus with Financial Planning: A Step-By-Step Guide You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and determine how to prepare for your financial [...]

How to Make Keeping Track of Your Finances Easy Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working toward pursuing them. If you need help pulling together a plan for your finances, a financial professional can explain how you can work together to identify [...]

Transform Your Money Mindset Your relationship with money is more than just numbers in a bank account; it's a mindset that shapes your decisions and daily behaviors. Recognizing this profound connection, this article shared by Bob Chitrathorn aims to provide steps to help reshape your perspective on finances. By altering your attitude toward money, you [...]

How a Financial Professional Can Help You Apply Stephen Covey’s “7 Habits of Highly Effective People” to Your Investment Strategy In 1989, Stephen Covey, an American author, educator, and businessman, published his groundbreaking self-help book, 7 Habits of Highly Effective People. Regardless of income level, age, or career, anyone can learn and practice the skills [...]

Smart Savings: 5 Tax Breaks for College Students and Parents With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax-advantaged withdrawals when used for qualified expenses. But for those seeking an additional tax deduction [...]

September College Newsletter This Month's Highlights:  A New FAFSA Form is Coming-- Don't File Until You Read This    Major Changes in College Aid  Financial Aid Insider: One Hack To Increase Financial Aid There is a new sheriff in town, and a whole new supporting cast of characters.  I'm kidding of course, but there is [...]

Financial Considerations for Working Parents   Nine of every 10 U.S. families with children have at least one working parent.1 Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to inconvenient scheduling issues. There are a few steps working parents may wish to [...]

Is One Million Dollars the amount needed to retire? I'm not sure why people even think that $1 Million is the magic number to retire.  Not sure who came up with that, not sure why people even believe that.  $1 Million is different for each person depending on so many variables.  You really want to [...]

Growth Stocks vs. Value Stocks Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that aims to manage risk, it can help to think of stocks as falling into one of two categories: growth stocks and [...]