5 Things You Didn't Know About 529 Plans When it comes to saving for your child's education, 529 plans are a popular choice due to their tax advantages and flexibility. However, there are several lesser-known aspects of 529 plans that can enhance your saving strategy. Here are five things you might not know about 529 [...]

Financial Considerations for a Child’s Summer Job or Internship Summer break is here, and many young people will be working at a summer job or internship. While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings. Not only [...]

John Hancock Investment Management Advanced Collage Savings Tips - Video 

Why Financial Teams? When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs grow more complex. A team can offer a range of insights and perspectives, bringing a more comprehensive approach to managing your finances. There are a wide variety of [...]

The Transition to T+1 Settlements: What it Means. This change enhances the efficiency and stability of the financial markets Next week marks a significant milestone in the securities industry: the standard settlement cycle for most broker-dealer transactions will shorten from two business days after the trade date (T+2) to just one day (T+1). This transition [...]

Why Do We Worry About Money? It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn't alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood experiences, societal pressures, or the responsibility of managing wealth. [...]

Guarding Your Future: Financial Wisdom for the New Generation As the journey of independence begins, young adults confront a plethora of financial decisions that set the stage for their future stability. Effective money management is the cornerstone of building a lasting financial fortress. This Wealth Planning by Bob Chitrathorn guide delves into pivotal financial strategies [...]

5 Ways to Incorporate Unexpected Cash in Your Financial Plan Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save the money or pay down debt? Invest the funds or donate to charity? While rushing to book a vacation with [...]

Protect Your Children from Their Inheritance Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting the assets are adequately [...]

The Newlywed’s Guide to Money Mastery Married life is not just a romantic journey but also a financial partnership. As newlyweds, mastering money management is crucial for laying the foundation for a prosperous future together. From merging bank accounts to planning long-term goals, navigating finances as a couple can be challenging and rewarding. This guide [...]