Mar 2021

Who Let the Dogs Out?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
As an independent young adult, soon after I brought home my first puppy, I found myself in the vet’s office. He had apparently ingested a piece of metal, making him throw up repeatedly.
Jan 2021

Paying for College – Top 529 Plans

Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
In this, the first in our series of blog posts around paying for college, we take a look at the Morningstar report regarding the top 529 College Savings Plans.
Jan 2021

Traveling to Europe in Times of COVID

Rasti Nikolic, MBA, Associate Financial Planner West Financial Services
By Rasti Nikolic, MBA, Associate Financial Planner
It seems strange (and difficult) to travel outside of the U.S. during the COVID-19 pandemic, but when you have family across the world, like I do, then you may have no choice.