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The CFP, ChFC, CFA and CLU: Clearing up credentials
- December 5, 2018
- Posted by: Grant Cox
- Category: Blog
No CommentsIf 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…
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Do you take these costs and benefits? The Financial Advantages and Disadvantages of Marriage
- November 8, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage, Uncategorized
While there are obvious benefits to devoting oneself to a lifelong companion, like love, support, and all that other romantic stuff, there are also real financial benefits to getting married (as well as costs) …
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Tackling Student Loans: Income-Based Repayment Plans
- November 6, 2018
- Posted by: Grant Cox
- Category: Blog, Education
Those with low income need not fret. The federal government offers income-based repayment plans that provides some relief to individuals who qualify …
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Repaying Student Loans: Here are your options
- November 1, 2018
- Posted by: Grant Cox
- Category: Blog, Education
Student loans. The faintest whisper of those words will make a millennial wince — and with good reason …
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A Real Scary Story: Financial Elder Abuse
- October 30, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
It’s the Halloween season and people are getting their spook on, likely by visiting haunted houses, trick-or-treating or watching a scary movie with their loved ones. But the sad truth is friends and family are often the scary p art for elders suffering from financial abuse and exploitation …