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Fintech trends to look for in 2019
- January 11, 2019
- Posted by: Grant Cox
- Category: Blog, Technology
No Comments2019 has finally arrived, but the march of time a¬nd the accompanying technological progress continues. With this in mind, let’s look at some tech trends financial advisors should look out for in 2019…
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Year-end finance tips
- December 24, 2018
- Posted by: Grant Cox
- Category: Blog, Personal finance
This time of year often means excessive shopping and hectic holiday plans, but it also means you have an opportunity for some financial housekeeping before 2019 …
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IRS to raise contribution limits in 2019
- December 19, 2018
- Posted by: Grant Cox
- Category: Blog, News
In November, the IRS announced new contribution limits for individuals with 401(k), 403(b ), and IRA accounts …
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How to discuss market volatility with clients
- December 12, 2018
- Posted by: Grant Cox
- Category: Best practices for financial professionals, Blog
The last quarter of 2018 has been rife with market volatility following months of consistent gains. As a financial professional, this change in the climate may have you wondering how best to approach your clients…
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The CFP, ChFC, CFA and CLU: Clearing up credentials
- December 5, 2018
- Posted by: Grant Cox
- Category: Blog
If you’re planning on becoming a financial professional, or you’re just looking for advice, you may find various certifications or charters. There are quite a few different types of these credentials, which can make it confusing and frustrating to find the right financial professional for you…
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Covering Education Costs: Is the Coverdell Education Savings Account right for you?
- November 29, 2018
- Posted by: Grant Cox
- Category: Blog, Education
To continue our discussion of higher education savings, today we’re going to talk about the Coverdell Education Savings Account…
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Marriage and Finances: Here Are Some Strategies
- November 27, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage, Uncategorized
When you’re single, the only person you have to answer to is yourself, but when you tie the knot, you have a new responsibility toward your significant other…
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What’s up with the Prenup? Prenuptial Agreement Basics
- November 23, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage
If you’re married, there’s a good chance you’re already familiar with what a prenuptial agreement is. If you’re divorced, it’s likely you’re perhaps too familiar with what it is…
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College Savings: What is a 529 savings plan?
- November 20, 2018
- Posted by: Grant Cox
- Category: Blog, Education
Another topic we’re going to focus on this month is saving for college. Whether you’re a financial professional or not, you should certainly know that saving can go a long way in easing the burden of education costs…
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Marriage and Retirement: Preparing Together
- November 13, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage, Retirement
The most important thing to remember when you and your spouse are starting to save for retirement is that you are both on the same team…