Financial Planning

A Holiday Classic; Finance Version

With many parents struggling to help finance their children’s schooling, the 529 plan remains one of the best options when it comes to saving for college.  This article provides an introduction to 529 plans and explains how they can be utilized to help achieve your family’s educational goals.

Nate shares 20 lessons learned from 20 years of financial planning and investing.

Nate pens another holiday financial poem: T’was the night before Christmas, as I readied for bed, Events of the past year, running all through my head…

Thinking of buying a vacation home?  This post is a helpful summary of the important financial and emotional issues to consider before buying.

There have been 7,900 data breaches confirmed by media sources and government agencies since 2005.  The Equifax hack was one of the largest and included the most valuable personal information to date.  Securing your identity and finances is an important step for today’s financially responsible individual.  A good security strategy includes assessing, protecting, and monitoring your personal information.

Clients often ask for advice on helping their children get on the path to financial success.  The following are some financial tips to get your children on the path whether they are age 3 or 23.

For young professionals who have just started thinking about their financial future, utilize these simple steps to lay the groundwork for a strong financial future.

"What should I do with my stock options?" is a common question asked by many corporate professionals. This article provides a clear understanding of how stock options work, their benefits and risks, and some smart planning ideas for managing them.

 "One important key to success is self-confidence. An important key to self-confidence is preparation." – Arthur Ashe

Arthur Ashe is one of the most distinguished Americans in our nation's history. How can his wisdom help guide us in achieving a successful financial plan?