As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
Don’t Retire… Graduate! with Eric Brotman Shellee and Eric discuss: – Financial literacy is not taught in school and young adults don’t understand the concept of how much the cost of living is. – It is hard to teach kids the concept of earning and saving money. – Things you can do as a parent …
Creative Strategies to Pay Off Student Loans and Debt Get yourself out of debt and start building your savings. Join Cody Niedermeier and Yanni Niebuhr, CFP, for a FREE one-hour webinar filled with creative, simple strategies you can start using right away. Transcript of Webinar Cody Niedermeier: [00:00:00] Hello everyone. And welcome back to our …
If you have a child, grandchild, niece, nephew, or neighbor that you want to support in his or her education, a 529 plan is a good way to do so in a tax-efficient way. Understanding the uses and benefits of these plans is important in making the decision to invest in one. Read the Article
Student loans are a huge problem in our country, but pensions are becoming less common and the Social Security system is seeing worsening problems. Retirement planning is shifting from the three-legged stool model to the YOYO model–you’re on your own. So how do we know what to prioritize? Read the Article
Due to the COVID-19 pandemic, school isn’t taking a traditional route, and going off course for a year can help preserve the coveted college experience that high school seniors look forward to. But is it possible that a gap year can also make you more hirable? Read the Article
For the senior class of 2020, finishing high school has been something out of the twilight zone thanks to the coronavirus pandemic. While a lot of you are now deciding which school you want to attend, I’d like to present a new question: should you attend this fall? Read the Article
What should be your priority?
Published on AdvisorNews.com Kathleen Benjamin shares some useful strategies for using financial vehicles to help families plan for college, no matter where they are in life. Click here
Published on Forbes.com Many solutions have been discussed—from full loan forgiveness to tuition payment plans to simple tough love—but few steps have been taken to lower the student loan burden that’s crushing the (mostly) millennial generation. Read More
