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Life »

Christopher P. Hill, RFC
Want to Make Sure Kids Can Attend College?
Article posted by Christopher P. Hill
For decades now, financial professionals and families have focused on utilizing the 529 College Savings Plan (529 Plan) as the most preferred and popular way to save for college. Although each state’s 529 Plan varies with regards to the investments options, in my home state of Virginia, the mutual fund investment family of choice is American Funds.

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My Practice »

Stephanie Shields
Workplace benefits: Are your clients prepared for Gen Z?
Article posted by Stephanie Shields
Taking time to better understand Gen Z’s values and needs now can help advisers create comprehensive benefits strategies for clients that will help attract and retain the best talent.

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Annuities »

Stanley J. Targosz III
FAFSA Changes Around the Corner....
Article posted by Stanley Targosz III
Time Sensitive: FAFSA deadline on October 1st for students applying for financial aid.

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Health »

Stephanie Shields
Keeping the proper perspective amid a changing health care landscape
Article posted by Stephanie Shields
Change is an inevitable part of life. As the health care landscape continues to evolve, brokers have a unique opportunity during this open enrollment season to help educate their clients about the Cadillac tax and private exchanges as they reimagine their benefits strategies. With a proactive perspective of adapting – rather than reacting – to change, just imagine what we’ll accomplish in the next 10 years.

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Retirement »

Bernice Napach
7 tips to maximize Social Security benefits from an ex-SSA Director
Article posted by Bernice Napach
‘Good things come to those who wait and those who work,’ said Kurt Czarnowski.

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