By Dan Schulte, Manager, Annuities and Insurance
Would you like guaranteed income for life?
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Education Planning
What is 529 Day Anyway?
By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning
Plan for the Unexpected
When you think about financial planning, many think in terms of saving for college or retirement, or investing in the stock market. Sometimes, an overlooked consideration is planning for the unexpected, which can severely impact your ability to generate income and maintain your family’s financial security. Some items to consider:
5-2-9 Day
The month of May is also traditionally associated with graduations and new beginnings for students. It is a perfect reminder of how important a good education is in today’s world and how important it is to plan for that educational expense.
Year-End Financial To-Do: Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2020
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies
Why College Parents Should Consider a Power of Attorney
Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often overlooked is that your college age children are over 18, and therefore are adults in the eyes of the law. That has some significant legal ramifications many don’t consider.
As Education Expenses Continue to Climb, Are You Saving Now or Borrowing Later?
By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing
Year-End Financial To-Do: 529 Plans and Education Expenses
By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing
With Historically Low Interest Rates, Some Planning Ideas May Soar
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies