Articles in 529 Plan and Robo-advisor vs Financial advisor

Showing 12 of 14 results
by Roxanne Blade, CFP® on April 08, 2021
What's Your Financial Literacy Score?
by Roxanne Blade, CFP® on April 08, 2021
You may have heard or come across the term financial literacy as you’ve learned how to navigate finance and make monetary decisions. But, what does Financial Literacy really mean? ... Read full article
by Roxanne Blade and Advisor Group on February 19, 2021
Income Tax Checklist to Stay on Track
by Roxanne Blade and Advisor Group on February 19, 2021
Tax time is upon us again, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to provide you with this handy checklist.... Read full article
by FMG Suite and Roxanne Blade on February 03, 2021
Marriage & Money - Tips for Couples
by FMG Suite and Roxanne Blade on February 03, 2021
Prevent a Rift - Money Tips for Newlyweds & Not So Newlyweds! Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems...... Read full article
If you have a 401K, an IRA or a life insurance policy, you’ve named a beneficiary on a beneficiary designation form. These forms matter as they control who receives some of your most valuable assets regardless...... Read full article
by Roxanne Blade CFP® on December 04, 2020
by Roxanne Blade CFP® on December 04, 2020
Does your gift giving line up with your financial goals? With the Holidays right around the corner, we can all use a few tips and reminders on how to better manage the season and still keep our financial goals on track.... Read full article
Most Americans don’t have a will or trust, so if you haven’t gotten around to putting one in place, you’re not alone. The truth is that regardless of the reason for not having a plan, no excuse will matter if the unexpected happens...... Read full article
Fifty Somethings may still be raising children and caring for aging parents, but they only have 10-20 years to create the nest egg from which they will draw from for the 20-30 plus years they will spend in retirement. ... Read full article
by Jeff Martin on December 03, 2020
Financial Planning for a Couple’s Age Gap
by Jeff Martin on December 03, 2020
If you’re in an age-gap relationship and need guidance in planning for your retirement start-date gap, now is a great time to get started with your unique financial plan. Here in the greater Chandler area, we know age gap relationships are common. ... Read full article
Think of an estate plan as a blueprint for what happens after your incapacitation or passing. Imagine your family making difficult medical decisions on your behalf, handling important financial transactions, caring for your children, or...... Read full article
All Americans were impacted when the government intentionally shut down our economy in hopes of protecting citizens by limiting the transfer of the Coronavirus Disease (“COVID-19”). As financial and health concerns continue to be on the forefront...... Read full article
by Roxanne Blade CFP® on November 13, 2020
Wall Street Reacts to the Elections
by Roxanne Blade CFP® on November 13, 2020
After many weeks of telegraphing a long and careful ballot count, last week’s election lived up to that prediction in races for the Senate, the House, and the Presidency. While Americans voted last week, Wall Street cast its...... Read full article
by Matthew Sullivan CFP® on November 06, 2020
Election Day
by Matthew Sullivan CFP® on November 06, 2020
Election day thought... Read full article
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