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.
Dec 2020

Get Credit When Credit is Due

Cheryl Langston, CFP®
By Cheryl Langston, CFP®
Credit cards offer convenience and safety for purchases. During this pandemic, credit card transactions are an even more attractive option for contactless payments. However, consumers need to make sure their cards are managed appropriately. Accumulating desired perks is attractive, but maintaining credit scores, minimizing interest costs and fees, and managing balances are more important. Below are a few guidelines for using credit cards to your advantage, while still being a responsible consumer.