Topic: Financial Planning

Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.

A guide to maintaining your financial health
Your 2-minute guide to a full financial checkup

School of Financial Wellness

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™
Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

School of Financial Wellness

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.

Your guide to helpful financial data for 2019
Key Financial Data for 2019

School of Financial Wellness

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

College Savings Plan - 529 Plan - Educational IRA - UGMA - UTMA
College Savings 101: Which plan is right for you?

School of Saving and Investing

The multitude of college savings options can be overwhelming. There are a lot of plans available, each with their own set of pros and cons. So how do you create a strategy that maximizes your college savings?

what is so special about a certified financial planner?
CFP®: What it means – Why it’s important

School of Financial Wellness

The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.

papers and a scale - choosing a financial advisor, like any financial decision, can be daunting
What to Consider When Choosing a Financial Advisor

School of Financial Wellness

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

Did you know?
Don’t be a Social Security Flunky

School of Social Security & Medicare

Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.

Doctor listening to a piggy bank with a stethoscope - social security questions
Top 6 Questions Doctors Ask When Filing for Social Security

School of Social Security & Medicare

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.

Person holding piggy bank with 529 plan written on it with hundred dollar bills in the background.
State Tax Deduction or Credit for Contributions to a 529 Plan

School of Financial Wellness

As we approach year-end, don’t overlook the State tax deduction or credit for contributions to a 529 plan. You may be eligible for a lower Alabama taxes.