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    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very conscious of what impacted us earlier in life that eventually led us down this road. Others may need to think about it a bit more. Having given a good amount of thought to this question, I do remember a specific moment in my life that has —however consciously or unconsciously — affected my path.

    Alternatives to 529 Plans You Need To Consider

    One of the keys to effective college savings is to set aside money early in your children’s lives,...

    Don't Buy Bonds Without Understanding the Risks

    When people meet us for the first time, one of the things that they are most surprised to learn is...

    Are Bonds a Good Investment Right Now?

    When markets are as turbulent as they are in 2022, it’s normal for investors to want to protect...

    How To Manage Debt: Should I Pay It Off or Invest?

    Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep...