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Millenials

Financial Missteps to Avoid

Submitted by David Stone on August 20th, 2018

While so much of personal finance is common sense – don’t spend more than you make, don’t buy a house you can’t afford, start to invest money while you’re young, many young people today enter the workforce fresh out of college, with a boatload of student loans, and with no clue how to properly manage their money.

Tags:
  • General Information
  • Millenials
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401(k) Basics

Submitted by David Stone on August 13th, 2018

As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan, and nearly 550,000 plans offered.

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  • Millenials
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Health Insurance 101

Submitted by David Stone on July 30th, 2018

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

Tags:
  • General Information
  • Millenials
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First Time Investing for 20-Somethings

Submitted by David Stone on July 9th, 2018

For many early 20-somethings that are freshly graduated and are now facing credit card and loan bills, the last thing on their mind is investments. Your new job can just about cover rent and groceries but the limitless pocket money of your youth is now a distant memory.

Tags:
  • Investing
  • Millenials
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Things To Do Before Purchasing a Home

Submitted by David Stone on June 26th, 2018

You’ve finally decided that it’s time to buy a house. Your family looks at area listings and picks out a few homes to view. In the process, you find the house of your dreams, only to watch it slip away as another potential buyer puts a bid on it, backed by their preapproval, whereas you don’t even know what your credit score is.

Tags:
  • Budgeting
  • Millenials
  • Real Estate
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Video: Saving For Your Child's School

Submitted by David Stone on June 18th, 2018

 A post-secondary degree is essential to earn a foothold in the workforce. 

 
Tags:
  • College Planning
  • Millenials

Health Insurance 101

Submitted by David Stone on June 11th, 2018

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

Tags:
  • General Information
  • Millenials
  • Read more

Why Financial Advisors Are Still Necessary

Submitted by David Stone on June 4th, 2018

The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a portfolio of investments.

Tags:
  • General Information
  • Millenials
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529 Plans

Submitted by David Stone on May 29th, 2018

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible education institution, which typically includes colleges, universities, vocational schools or any post-secondary educational institute that is currently eligible to participate in U.S. Department of Education student aid programs.

Tags:
  • College Planning
  • Millenials
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Video: What’s Your Risk Management Plan?

Submitted by David Stone on May 14th, 2018

What exactly does it mean to “fully” protect your financial future?

 
Tags:
  • General Information
  • Millenials
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