Blog

Follow-up to Equifax Data Breach

Sep 26, 2017
Since the Equifax data breach was publicly announced on Sept. 8, follow-up questions have been rolling in. To that end, we wanted to provide some additional guidance and updates to help clients navigate…

EQUIFAX DATA BREACH: WHAT YOU NEED TO KNOW

Sep 12, 2017
On Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered “unauthorized access” to data belonging to as many as 143 million U.S.…

Bigger Isn't Always Better When it Comes to Financial Advice

Sep 06, 2017
Published at http://www.kiplinger.com/article/retirement/T023-C032-S014-bigger-not-always-better-with-financial-advice.html.  By MEGAN CLARK, INVESTMENT ADVISER REPRESENTATIVE | Clark & Associates Inc.…

This Is What Good Financial Planners Do

Sep 06, 2017
Published at http://www.kiplinger.com/article/investing/T023-C032-S014-this-is-what-good-financial-planners-do.html.   By MEG BARTELT, MSFP, CFP®, President | Flow Financial Planning, LLCJune 2017. People…

529 College Savings Plans: The Earlier the Better

Sep 05, 2017
The earlier you begin to save for your child’s future with a 529 College Savings Plan, the more time your money has to potentially grow. Let’s say you use a 529 account to invest $1,000 at the beginning…

529 College Savings Plans - The Impact on Financial Aid

Jul 26, 2017
In parts one and two of our series on the 529 College Savings plan we detailed the financial and tax benefits of contributing to a 529 plan. Now, we look closely at how it may impact your quest for financial…

Part Two: 529 College Savings Plans - Save for Your Child’s Future and Save on Taxes

Jul 20, 2017
Today, nearly every state offers at least one 529 college savings plan. 529 plans are state-sponsored savings plans with tax advantages that may make it easier to save for college and there are many good…

2017 Quarter 2 Market Review Results Published

Jul 20, 2017
The second quarter global and U.S. market performance results are in! What does it mean to you? We don’t participate in the game of making predictions, nor do we try to forecast economic or market performance.…

Part One: 529 Plans - Save for Your Child’s Future and Save on Taxes

Jul 12, 2017
529 College Savings plans are state-sponsored savings plans with tax advantages that may make it easier to save for college or other post-secondary education. The plans are named after Section 529 of the…

What are Callable Bonds?

Jul 10, 2017
When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…