What’s a Collectible and How Does It Add to Your Personal Wealth?

And how does it add to your personal wealth
What’s the Difference Between an Account Versus an Investment?

It may seem like a no-brainer to know the difference, but it’s a common misconception — especially for those not in the finance world — that an account is synonymous with an investment. I often hear statements such as: “I want to invest in something that will make me money, so, which account should I […]
What to Ask Yourself When Planning for Your Child’s Financial Future

A lot of parents come to me for advice on how to save for their children’s futures. Most of the time, they ask if a 529 account is the best way to do it. Saving for your kids is not just about the best types of accounts to open. You may need to assess your […]
Why 529 Accounts Are Not the Best Financial Savings Strategy for Your Kids’ Future

Are you a new parent or have you recently had another child and you’re starting to think more about how you can save for his/her future? If so, you must have heard of the Qualified Tuition Program (QTP) or more popularly known as the 529 College Savings Program. If you Google search “how to save […]