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How to Create a Financial Plan

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠

Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve
 

What to Do Before You Buy A Home

One of the biggest decisions you will make in your life is buying a home. While home ownership is not for everyone, home ownership remains a goal for many.

Finding the Right Financial Advisor

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest.

Getting the most out of a 529 Savings Plan

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with room and board, books, and living expenses, a college education can quickly become an unaffordable luxury.

Video: 3 Money Management Principles for Children

Money management can be tricky, but if you teach your children money management principles when they’re young, they’re more likely to be fiscally responsible adults. Here are three money management principles to teach your elementary-aged children.

Avoiding Bad Financial Decisions

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

Why Should I Think About Retirement Planning?

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

Why Diversifying Your Portfolio is Important

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

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