Author: Daniel Foran

529 Savings Plans- A Cheat Sheet for Common Questions

May 20, 2022
Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you […]

Defined Benefits Plan- An Attractive Option for Small Business

May 15, 2022
Defined benefit pension plans may still be an attractive retirement benefit option for small employers. This is especially true for […]

Six Uses for Life Insurance You May Not Know About

May 1, 2022
When people think of life insurance, what usually comes to mind is settling the deceased’s final expenses and providing financial […]

3 Ways to Invest in Our Planet on Earth Day

Apr 10, 2022
A green future is a prosperous one, and it is essential for everyone to do their part to ensure the […]

10 Ways to Use Your Tax Refund

Apr 1, 2022
As we approach tax day 2022, you may be expecting to receive a tax refund. While you may have a […]

How to Manage Your 401k When You Switch Jobs

Mar 10, 2022
In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed […]

4 Ways to Boost Your Credit IQ

Mar 1, 2022
March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your […]

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Feb 18, 2022
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the […]

What to Know About Working with A Financial Professional

Feb 1, 2022
If you’ve been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional […]

Five New Year’s Resolutions for Those Nearing Retirement

Jan 24, 2022
Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation […]