Remember way back when, you filled out that form for your IRA or 401(k) at your very first job – back before you were married or had kids. You may have designated your closest cousin Casey as the beneficiary of your retirement savings and never thought about it again. Your retirement accounts have likely grown[…]
In this inaugural investment education video, Larry McManus, CFP, discusses the different investment tools used when saving for your child’s college education.
Savings – your Yang – are your rainy day and emergency funds and your funds for discretionary spending. You’ve heard it before, set aside anywhere from three to 12 months of salary just in case you need it. Things like the loss of a job or caring for a sick parent or child can occur[…]