The Advisor Blog

college student
A 529 Plan Can Help Jump-Start Your College Fund

Busy, cash-strapped parents might welcome all the help they can get when saving for college. Building a college fund, even a small one, can help families

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Wedding Bonanza: How Much Will the Party Cost?

In 2021, the national average cost of a wedding was about $28,000, a figure that includes the rehearsal dinner, ceremony, and a reception

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When Should Young Adults Start Investing for Retirement

As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds.

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Tis the Season for Tax-Friendly Giving Strategies

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about.

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What’s the Difference Between Medicare and Medicaid?

It’s easy to confuse Medicare and Medicaid because they have similar names and are both government programs that pay for health care.

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