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.
CFP®: What it means – Why it’s important
November 8, 2018School 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.
What to Consider When Choosing a Financial Advisor
July 19, 2018School 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.
Don’t be a Social Security Flunky
July 18, 2018School 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.
Top 6 Questions Doctors Ask When Filing for Social Security
July 6, 2018School 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.
State Tax Deduction or Credit for Contributions to a 529 Plan
December 17, 2016School 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.