by John Cooney on Nov 27, 2020
One of the most often asked questions I receive as a Financial Planner is from parents asking about saving for their Children’s educations. My advice is often to start early and use a 529 plan. Now, for Massachusetts residents, I have even another reason to preach starting early and using a 529 plan; free money!
It’s moving season for the Department of Defense…every year about 65% of the PCS moves for the year happen between May 15th and August 31st. Don’t let your move sneak up on you. In this great Military.com article, they offer several tips and I will share two here; book your move early and use the move as w
Financial planners and the services they offer continue to evolve. In the current financial planning environment, there are three main ways a financial advisor gets paid. They can be paid a commission on a product they sell; they can be paid a fee based on a percentage of the assets they are managing for you (referred to as Assets Under Management or AUM); or they can charge a fee for comprehensive financial planning. This last fee can be
I am a big history fan and of course a big fan of personal finance, so in honor of Veteran’s Day I thought I’d highlight a few financial planning lessons we can learn from some of the greatest military leaders in history. Sun Tzu, Julius Caesar, Napoleon Bonaparte, Dwight Eisenhower, and George Marshall have all carved out a spot in the Parthenon of military leaders. There is no reason however that those lessons should only apply to the battlefield, their lives can also help us in living out the financial lives we both desire and deserve. I hope you enjoy it, and to any veterans reading,
