News, Insight and Opinions

There's Still Time to Contribute to an IRA for 2019

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Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019.…

529 Plans and Financial Aid Eligibility

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If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility.…

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

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The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…

Does Inversion = Recession? Does it Matter?

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Are we in a recession? Are we heading for a recession? Should we go to cash because of the recession? Let's clear this up.…

Will the Holiday Shopping Season be Enough to Stop the Markets from Falling and Turn the Momentum?

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Will this holiday shopping season be enough to beat the bear? Early data suggests that may very well be the case.…

What Do These Big Drops in the Market Mean for You?

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The last few weeks or so have been a little unsettling for many investors. How worried should you be?…

From the Archives

The FNA Afterschool Special

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Education has become a must have, leaving many students with financial gaps to fill. From loans to lenders and variables galore, let’s dig in.…

From the Archives

The Rules of Retirement: Made to Fit

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Wherever you are on life’s journey, retirement is somewhere up ahead. But how to find the ideal number to save, regardless of financial know-how?…

From the Archives

Buying Back Honesty: New Fiduciary Guidelines are a Game-changer

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2016 brought legislative changes in fiduciary standards for financial advisors, among others. So, what do they mean for investors?…

From the Archives

Social Security and the Bipartisan Budget Act of 2015 Unfolded

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The Budget Act’s recent changes in Social Security retirement benefits could leave you dizzy. Let’s iron out details and see how they affect you.…

From the Archives

Un-Titled: Inside the Financial Industry's Name

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To choose between a financial advisor or financial coach, you’ve got to know what’s in a name. But the industry is rife with titles--what do they mean?…

From the Archives

Caring, for the Long-Term

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When planning for future needs, long term care insurance is a wise choice. It’s one way to make life-and the transition-easier on you and your family.…

From the Archives

Complexity, Simplified: Inter-sowing Seeds of Financial Wisdom

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Wisdom can be universal--from farming to financial investments. So when working for growth in fluctuating markets, amend your soil with expert advice.…

From the Archives

Sharing Wealth: The Value of Your Financial Know-How

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Just like manners and social graces, financial know-how is a learned, studied behavior. And lessons learned along the path—perhaps your path—are always relevant, and deserve to be shared.…

From the Archives

Across the Decades: Financial Advice that Spans the Divide

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Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…

From the Archives

Risk vs Reward

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The S&P 500 saw huge returns in 2014, but most portfolios didn t echo those gains. Would the investment risk have been worth the reward?…

From the Archives

Retirement Essentials

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Your retirement planning Holy Grail: To determine an ideal withdrawal rate. But with inflation and myriad variables, you may need a guiding light.…

From the Archives

Balancing Act

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Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…

From the Archives

Juggling Act

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Prioritize your savings goals with help from an FNA advisor. Whether its retirement or college—or perhaps both—find financial direction you can trust.…

From the Archives

Let's Play Ball

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Strikes are to baseball as investing mishaps are to financial planning: Inevitable. Learn how to mitigate loss in personal finance and retirement.…

From the Archives

Retirement 101

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Retirement investing can be daunting. Incorporating personal circumstances into personal finance is a clear path toward a solid financial future.…