financial advisor financial planning General Planning

What to do with Leftover 529 Money?

September 5, 2024 financial advisor financial planning

Your 529 Has Money Left Over? So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million families in the U.S. who helped fund college tuition using a 529 college savings plan. And depending on the type of higher education you or …

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Estate Planning 101

August 5, 2024 financial planning

Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...

General Planning

LIFE series: Having a Baby

June 18, 2024

Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...

401(k)Employee Benefits financial planning

LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...

401(k)Employee Benefits financial advisor richmond

LIFE series: A New Job

May 24, 2024 financial advisor richmond financial planning

Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...

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LIFE series: Divorce

April 10, 2024 financial advisor financial advisor richmond

We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...

financial advisor richmond financial planning General Planning

Are IPOs a good investment?

February 27, 2024 financial advisor richmond financial planning

With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...