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Should You Bank on an Athletic Scholarship?

Many young athletes dream of one day playing their sport at the college level. However, it is very difficult to make an NCAA team, and winning a full athletic scholarship proves to be even harder. Using lacrosse as a representative example, only about 12% of athletes playing at the high school level continued to play…

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What to Consider When Funding a Grandchild’s 529 Plan

More grandparents are stepping up to help with their grandchildren’s college tuition. In fact, an AARP survey found that 20% of grandparents had given money to help their grandchildren pay for college.* In addition to helping your grandchildren pay for college, 529 plans can reduce your taxable estate and may provide a deduction for state…

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Checklist on notebook 16

A Tax-Smart Checklist—No Matter Your Age

With everything going on in our lives, everyone can always use a helpful checklist to make sure they remember to keep things moving, accomplish what they plan to accomplish, and not put important decisions on the back burner. This is especially true when it comes to being tax-smart about your investments. It’s probably the last…

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Young woman using laptop as an entrepreneur

Do You Match the Profile of a Successful Entrepreneur?

Entrepreneurs have unique challenges that require a unique set of skills to be successful. If you’ve ever considered owning your own business, read on to see if you’ve got what it takes to make it on your own. Vision Do you look into the future and design a plan to get there? When starting a…

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