Category Archives: Best practices

Disability insurance – what you need to know

Say "insurance" to most people and auto, health, home, and life are the variants that spring to mind. But what if an illness or accident were to deprive you of your income? Even a temporary setback could create havoc with your financial affairs. Statistics show your chances of being disabled for three months or longer…
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Considering paying for your child’s college education?

Debating the question of paying for your child's college education? Should you pay for your child's college education? Or should your child find the financing? There are compelling arguments for both sides, but ultimately, your family needs to do what's best for your financial situation. Most families find that a combination of both works the…
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Online Advisor May 2017

Online Advisor, our monthly newsletter, offers tax and financial deadlines for May 2017 along with news to help you navigate the complex financial world. Click to read more.

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Could the Coverdell ESA be the right fund for you?

You're probably familiar with 529 college savings plans. Named for Section 529 of the Internal Revenue Code, they're also known as qualified tuition programs, and they offer tax benefits when you save for college expenses. But are you aware of a lesser-known cousin, established under Section 530 of the code? It's called a Coverdell Education…
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