8 Ways to Formulate Your Next Recession Investment Strategy

This year marked the financial crisis’ 10th anniversary, which was sparked by the failure of Lehman Brothers. What turned into the Great Recession prompted many to wish they had a better recession investment strategy. Since then, our economy and the stock market hasn’t just crawled back, it’s run a steady marathon forward. In fact, we are in the midst of the second longest economic expansion in U.S. history.


529 Plan Withdrawal Rules for College Financing

If your child is one of the millions of U.S. students who spread their wings to leave the nest and land at a college of their choice this fall, you may be feeling the same mix of excitement and trepidation. While they worry about making new friends and getting good grades while paying for your child’s college education and 529 plan withdrawal rules may be weighing on your mind. After all, the College Board estimates that four-year public school tuition, room and board has skyrocketed 80 percent in the last 20 years.


ESG Investing: Putting Stock in Companies That Do Right

The idea of responsible investing has taken on a whole new meaning recently. More than just about making good investment choices to reach financial goals, the phenomenon of ESG investing considers companies’ responsible practices, not just their current and prospective stock performance.


How to Strengthen the Union Between Women and Financial Planning

It’s not something married women want to think about—the prospect of losing a husband, whether to divorce or death. But, as statistics bear out, the prospect is very real. Up to 50 percent of marriages end in divorce—the stats are even higher for second marriages—and women outlive men by an average five to six years.


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