There are a number of questions that arise when thinking about what kids’ savings for their future is best. And the answer is that all of them have strengths and weaknesses, depending on the use case. As I focus in this article on why the Coverdell ESA is potentially a strong vehicle, I want to frame this conversation in the …
Three Key Ideas for the Second Half of 2020
We’ve been through so much together, and yet we are only halfway through this calendar year. Learn more about what you may expect ahead and how to respond to it financially.
Black Lives Matter Financially
Blacks are systemically and pervasively pushed down by the financial and business sector. This podcast begins to tap into a number of those key issues.
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Briggs’ Beat on Retirement Savings Benchmarks
Benchmarks and rules of thumb get thrown around all the time when it comes to retirement savings. Here’s an open conversation about how to put all those ideas into perspective.
5 Costly Investment Mistakes
With how chaotic the world is right now, it is easy to lose sight of how your investment are – or aren’t – being managed. Here is a list of 5 of the most costly errors I see investors making.
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3 Cardinal Rules You Must KNOW About Your Investments
Whether you are working with a financial planner or keeping tabs on your 401(k), there are three cardinal truths you need to KNOW, to internalize so that your best interests are always first.