Give a College Savings 529 Plan For Graduation

Category Archives: Financial Planning

Give a College Savings 529 Plan For Graduation

🖨 Print⏱ 4 min readIf you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

How To Maximize the Potential of Your 401(k) Plan

🖨 Print⏱ 4 min readOne of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred to your 401(k) (or similar) account. … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Create a Healthcare Plan for Retirement

🖨 Print⏱ 4 min readIf you pay $250 a month for cable and premium channels, that’s $3,000 a year. Over a 30-year period, the total cost would be $90,000. We don’t tend to think about how much we pay in … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Long-Term Investment Opportunities Presented by the Infrastructure Bill

🖨 Print⏱ 4 min readIn November, President Biden signed legislative funding that represents the largest transportation spending package in U.S. history. The $1.2 trillion Infrastructure Investment and Jobs Act authorized funding for roads, highways, bridges, public transit systems, utility systems, … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Venture Capitalism and ‘Unicorns’

🖨 Print⏱ 3 min readVenture capitalism comes from an investor who offers money to start-up companies in exchange for an equity stake – much like you see on the ABC television show, Shark Tank. As a general rule, a venture … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Flood Insurance: Insuring Your Home

🖨 Print⏱ 3 min readDid you know that homeowner’s insurance doesn’t cover flood damage? Because of this, homes located in a Special Flood Hazard Area (SFHA) are required by lenders to purchase a separate flood insurance policy. However, there are … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Strategies for Paying Off Student Loans

🖨 Print⏱ 3 min readToday, 70 percent of college students graduate with an average of $30,000 in student loan debt. The average payment is nearly $400 a month and will take about 20 years to pay off. On an individual … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

What is a Net Zero Economy?

🖨 Print⏱ 3 min read President Biden re-entered the United States in the Paris Agreement. This is an international treaty first signed in 2015 in which countries around the globe committed to mitigating climate change. Specifically, the goal of the … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

HSA: Save it for Retirement

🖨 Print⏱ 4 min readAccording to Fidelity Investments, the average 65-year-old couple retiring today will need about $300,000 for out-of-pocket healthcare expenses during retirement. And that doesn’t even include long-term care. One way to help pay for this enormous cost … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |

Wishing on a Star: Investors Pour Billions in to SPACs

🖨 Print⏱ 3 min readA SPAC is a special purpose acquisition company. It is typically sponsored by a venture capitalist or a private equity firm that has expertise in a specific sector or industry, such as green technology. A SPAC … Continue reading

Posted in Blog, Financial Planning, Frank's Corner |
 
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