What is a 529 Plan? The cost of college is getting more and more expensive. Even worse, a requirement to achieve some of the most desired professions take more than just a bachelor degree. If you are a parent and your goal is to limit the amount of student loan debt your child potentially could […]
There are 7 factors that can negatively affect the quality of your retirement. With proper planning for these factors, we can significantly reduce their impact. Below we explain the dangers, reasons, and solutions for the 7 key factors that affect your retirement planning. My goal is to make sure you retire on your terms and […]
In the financial world, a beneficiary is someone who has been designated to receive a distribution of your assets in the event the account holder passes. Beneficiaries are assigned for bank accounts, investment accounts, trusts, wills, and life insurance policies. Appointing a person to be a beneficiary is something that should not be taken lightly […]
* SMART Money Goals for the New Year [sh_btn link=”https://calendly.com/deasil/15min” target=”_blank” shape=”squareRounded” style=”dimension” size=”extralarge” color=”rgb(27, 54, 156)” bordercolor=”rgb(11, 0, 0)” bordersize=”0″ fontcolor=”rgb(248, 247, 247)” enablehover=”enable” enableicon=”enable” iconbg=”square” iconset=”fontawesome” iconfa=” fa fa-calendar”]Schedule Your 15 min Consultation Now![/sh_btn] . According to Fidelity Investments, one-third of Americans make finances one of their areas to improve in the New […]