Financial Advice Blog

Showing posts for "General Financial Planning". Show all posts

As back-to-school thoughts loom large over the dog days of summer, many of us are starting to think about education costs—from our 6-year-old’s new tennis shoes to her eventual college classes. The Coverdell Education Savings Account is one of the two well-known tax-advantaged education savings accounts (the other is the 529 savings plan). One of the main benefits of the Coverdell is beneficiaries...

BRS Lump Sum...What's That All About?

by User  Josh Andrews USAA  |  06-28-2017

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This is a brief story that describe the impact of taking the BRS Lump Sum option.

At least once a year, I challenge you to sit down with your spouse for a hard conversation: If one of you were to pass away, would you be prepared?

A noteworthy month, April fills up fast with observances ranging from National Fresh Celery Month and National Straw Hat Month to National Humor Month (no kidding!). Despite the competition among deserving topics, Financial Capability earned its own month of recognition in April.

Why is it so important to have a financial plan? For some goals, such as retirement, we don’t get a second chance to prepare. Life is always going to throw us curve balls, but if we have a plan, we can better navigate through uncertainty and challenges. When thinking about financial planning, we generally consider two life stages: the accumulation phase and the distribution phase. Within those sta...

Start Now - Save for Retirement

by User  Sean Scaturro USAA  |  03-14-2017

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Saving starts with creating a plan. It doesn’t need to be the most complex or sophisticated plan, but you need to address a few key things while building out your investment strategy...

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