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Helping You Invest Wisely

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Refinancing Strategies for Student Loans

Student loans. Without them, college educations would not be possible for large segments of today’s population. Whether attending state colleges and universities or private institutions of higher learning, the fact…

An Overview of 529 Plans

As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits…

Retirement Planning Mistakes to Avoid

A strong economy, coupled with a rising stock market, provided steady increases in the average 401(k) account between 2010 and 2020. That trend seemed to continue in 2021, however, account…

Retirement Income Estimator

What monthly income will your retirement savings provide? The number of years you’ll need it to last, the expected rate of return on your outstanding savings balance and the rate…

Graduating from College Debt-Free

According to EducationData.org, for 2022, Americans owe $1.745 trillion in student loan debt. That is how profound the student debt problem in the U.S. has become. To put it in…

The True Cost of a College Education

The sticker price of a college education can be shocking. Moreover, this sticker price is increasing every year. The College Board says that students enrolled at a private college during…

Expected Family Contribution

Expected Family Contribution, also known as EFC, tells you what your family should expect to pay for college tuition, fees and room and board. Your family’s financial condition and health…