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Ensuring your hard-earned savings is there for generations to come.

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What You Need to Know about Saving for College

The cost of college is rising significantly faster than financial aid being offered to incoming college students. This means that many college students and their families are turning to private loans with incredibly high interest rates to help finance their secondary education. This is problematic, and it sets your college student up to carry a significant student debt load into their young adult life after they graduate.

Financial Planning
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Inconsistent Income Series: Building a Budget

Often, people who are dealing with lumpy income, end up overspending on months when their income is “up” to make up for their stringent lack of spending when income is “down.” As a result, they struggle to meet their big-picture financial goals like paying off debt or growing their nest egg. Luckily, there’s a few things you can do to successfully set up a budget that you can stick to - even with inconsistent income!

Financial Planning
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How Do You Feel?

Many people hire financial advisors thinking that those advisors will provide them with better investment returns, pay less in taxes, and provide them with more income. Many financial advisors see themselves as star investment managers, tax-reduction experts or crystal-ball future seers. These advisors are like surgeons who take pride in their surgical skills but would prefer to keep their interactions with patients limited to the operating room.

Insights Financial Planning