Good Financial Reads: Gift Ideas for Financial Newbies, Company Retirement Plans, and More

2 min read
December 16, 2016



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:


Book/Gift Ideas for the Financial Newbie on Your List

by Jennifer Faherty, Financial Wealth-being

Here’s a short list of great book/gift ideas for the financial newbie on your list. In their own way, each of these books introduces some basic concepts essential for building a solid financial footing. I’ve included a mix of both oldies as well as some more recent titles. Enjoy!

[Read the Full Article]


How Much Should I Invest In My Company Retirement Plan?

by Paul Sydlansky, Lake Road Advisors

If you're asking that question, you're already on the right track because you're saving. Step Two: figuring out how much to invest.

Knowing that you have to save for retirement is easy. Knowing just how much to carve out of your budget each month for your retirement account? Not so easy. To help you with that, here's some sound investing advice that can carry you through thick and thin, for the rest of your working life.

[Read the Full Article]


Comparing Wills Versus Trusts

by Jon Sycamore, Physician Wealth Planning

Wills and trusts serve similar purposes but accomplish those purposes in different ways. A Will and Testament is a more traditional way of handling one’s estate and is generally easy to create. You could draft up a bona fide legal document outlining your wishes upon death, or you could produce something less formal that could still hold up legally.

[Read the Full Article]


What Student Loans Aren’t Eligible for Public Service Loan Forgiveness?

by Bill Nelson, Pacesetter Planning

Student loans are back in the news again. The Government Accountability Office (GAO) released a report earlier this month detailing that the federal government is expecting to forgive over $100 billion in student loan balances in the coming years. While there are many loan forgiveness programs, the Public Service Loan Forgiveness program is one of the most common.

[Read the Full Article]