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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…

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…

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.…

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…

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…

Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…

The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

It's an understatement to say the process of funding a college education is complex. For starters, the cost of higher education is often a moving target, with few people paying the same price even at the…

A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…