News and Commentary

Is it Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

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Posted on October 21, 2020 by Scott Montgomery

Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of topics to consider: Are my investments still aligned with my long-term goals? Whether saving for […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

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Posted on August 27, 2020 by Sean Deviney

529 plans provide families at all income levels with a tax-advantaged method for funding their children’s future education. Generally, contributions are invested and allowed to grow free of federal income tax when withdrawals are used to pay qualifying higher-education expenses, including tuition and fees for an undergrad or graduate school student; room and board, subject […]

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