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Keeping Your Informed with Financial News and Tips

Schwab Takes Over USAA Investment Accounts
August 12, 2019

If you’re a veteran with a USAA account, this news will be important to you. The Charles Schwab Corporation recently purchased one million USAA investment accounts, and the merger is likely to affect customer returns. The deal, which will close in 2020, relocates $7 billion in cash from USAA retail…

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9 Common Financial Mistakes to Avoid
August 5, 2019

Financial mistakes can cause you more than a bit of buyer’s remorse. Some can cost you the lifestyle you would have otherwise enjoyed, set you back in your career, or prevent you from putting your kids through college. In some cases, a mistake can even lead to a postponed retirement….

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Your Kids Will Follow Your (Financial Planning) Example
July 15, 2019

Once your kids have reached age 18, you’re finished with parenting, right? If you’re chuckling right now, it’s because you know that is far from the truth. Those of you with teenagers will find out soon enough! The truth is, parenting is never really “over”. It just changes form throughout…

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Avoid This Common Retirement Crisis
July 7, 2019

As you transition from your working years to retirement, it’s normal to feel a bit of anxiety over your plans. You run the numbers, you analyze your situation from various angles, and hopefully you’ve consulted with a financial advisor to establish reliable streams of income. But there is one potential…

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