Good Financial Reads: If It Sounds Too Good to be True, Funding Future Education Expenses, and More

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:

If It Sounds Too Good to be True

by Pam Horack, Pathfinder Planning

I grew up in a big textile area of the country. I saw many families who worked in the mills all their lives and then retired with a company-sponsored pension and their social security to maintain them through retirement. If you have never had one, a pension plan is a retirement account offered by employers that guarantees a certain amount of monthly income to employees once they retire. These days, that concept has largely been replaced with 401k retirement accounts.

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Funding Future Education Expenses

by Jennifer Harper, Bridge Financial Planning

Summer is coming to a close (Ok, Ok - Winter is Coming!). A lot of families have switched from juggling careers, vacations, and summer camps to juggling careers, school schedules, and kid’s sports.

It’s usually a bit of a shock when a child goes from elementary, to middle, and then on to high school. And then there’s college… It happens faster than we’d like to admit. This is a common time of year for many people to have school and future education funding on their mind.

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How Your Health Savings Account can Supercharge Your Financial Success

by Eric Roberge, Beyond Your Hammock

I recently attended an event hosted by Fidelity in Washington DC. During the event, I spoke with a gentleman who helped write the regulations for several tax advantaged investment accounts back in the late 1990s and early 2000s.

He confirmed a suspicion that I have had for a while when he revealed a little-known secret about an account you may be familiar with: a health savings account.

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10 Ways We Have Saved Our Clients Money

by Daniel Wrenne, Wrenne Financial Planning

We hear all kinds of reasons NOT to engage in financial planning – some are legitimate, but many just are just misinformed views about what financial planning really entails. Here, our ultimate objective is to put you in the best overall financial position to achieve your goals. We review all aspects of your financial life, from basic budgets and insurance, to more complicated investment and estate planning analysis.

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