More Articles for Your Finances

Bigger isn’t always better when it comes to financial advice

Megan Clark, Associates Inc. Financial Solutions, Investment Adviser Representative, Executive Vice President, and Clark & •
Group business meeting

For an individual investor, finding the right financial professional can be a challenge. To start with, there’s the bewildering array of titles, including broker, adviser, planner, manager and even coach. And then there’s all those letters (RIA, CFP, CFA and so on) and numbers (Series 6, 7, 65 and 66) that represent certifications and licenses.


Leave your loved ones a generous legacy, not a tax bill

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
silhouette of grandmother and little granddaughter play at sunset

One of the most important things you’ll have to consider when drawing up a comprehensive financial plan is how you want to live in retirement. Ironically, a vital part of that discussion will be deciding what you want to happen when you die. Many Baby Boomers want to leave money to their children and, like


Quiz: How well do you know 529 college plans?

Deborah L. Meyer, Cpa,, WorthyNest Llc, CEO, and Cfp(R) •

Saving for college keeps getting more challenging. By 2024, the average sticker price for a year at public in-state college is expected to climb to $34,000, and for private school undergrads it could be $76,000, according to the College Board’s 2016 study “Trends in College Pricing.” For people looking for ways to fund future college


What your credit score is trying to tell you

John Ulzheimer •
The Simple Dollar
old rusty surface with numbers

Have you developed the habit of regularly checking your credit reports and scores? If so, kudos to you. You’re already doing a better job monitoring your credit than most Americans. However, if your focus remains fixed solely on those three-digit scores, you could be missing some valuable and helpful information — your “score factors.” What are