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Steve Doster

College Financial Aid After COVID-19

College Financial Aid After COVID-19

As the COVID-19 situation continues to unfold, there is a lot of uncertainty regarding what the future will look like as we begin to recover from this pandemic. One major concern for students and parents alike is what college financial aid will look like next Fall and Spring.

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Smart Choices for your Employee Benefits

Smart Choices for your Employee Benefits

Open enrollment for employee benefits is happening right now at most companies. Before tossing aside the large package of materials, take the time to understand and choose your employee benefits wisely. Many employers offer nice benefits that can save money and help protect your future. However, understanding all those options can be very confusing!

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Why should you want professional help with your financial planning?

Why should you want professional help with your financial planning?

There are many different aspects of financial planning, from retirement planning, to employee benefits, to ensuring your estate and assets are properly protected. It’s a lot to manage all on your own. In this post, we’ll talk about the value of having a financial advisor to consult, and the criteria you can use to ensure you are choosing the best person (or people) for the job.

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Financial Planning for LGBTQ Couples

Financial Planning for LGBTQ Couples

With the Supreme Court ruling in 2015 that every state must allow same-sex marriage, all LGBTQ couples can now ask, “Should we get married?” Before answering yes, there are many financial planning pros and cons to discuss between the two of you and your financial advisors.

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Who do you want to handle your financial planning?

Who do you want to handle your financial planning?

Financial planning is a way of figuring out whether and how a person can meet their life goals by properly managing their financial resources. There are a lot of people and companies out there who want to take on the role of a financial advisor in your life – but that doesn’t mean you should let them

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