Investment Planning

That sinking feeling in your stomach is real. You just realized you missed a FAFSA® deadline, and your mind is probably jumping to the worst-case scenario: no college, huge loans, and a very disappointed family. "I Missed The FAFSA Deadline Am I Screwed?" Before you spiral, take a deep breath. You...

NerdWallet is in the news everywhere in 2026. After Mint shut down in January 2024, it became the go-to home base for financial aggregation. But before you link your accounts to seek "clarity," the crucial question remains: is NerdWallet a trustworthy financial guide, or a cleverly optimized affiliate sales...

Let's cut right to the chase. You probably want to know if you can trade stocks right now, and you don’t have time for a wild goose chase across the internet. I get it. For over 25 years, as a financial planner, I've seen investors lose more sleep over...

Investing can feel like a tightrope walk without a net. You want the financial freedom that comes with growth, but the fear of a market crash can be paralyzing. As a financial planner with nearly 30 years of experience, I've seen the same painful story play out countless times:...

Investing in the stock market can feel like stepping into a labyrinth. With hundreds of online brokers all promising "zero fees" and "powerful tools," how do you choose the right Online Brokerage Firm without making a costly mistake? After nearly 30 years as a financial planner, I've seen the good,...

Are you interested in a high-paying career in the financial sector? Do you enjoy analyzing markets and providing investment guidance? If so, a job as a stock broker may be right for you. Also known as securities brokers or registered representatives, stockbrokers facilitate the buying and selling of stocks, bonds,...

Let's cut right to the chase. You're in the middle of a form, you see a box labeled "Vanguard Routing Number" and a wave of anxiety hits. Pick the wrong number, and you start wondering if your paycheck or 401(k) rollover is about to vanish into the digital ether. I’ve...

Alright, let's talk. You've seen the ads for Acorns. They’re everywhere, promising a simple, almost magical way to start investing by just rounding up your spare change. Part of you is hopeful. Maybe this is finally the easy button you’ve been looking for. Another part, the smarter part, is...

On March 14, 2025, I watched the Robinsons’ jaws drop when they saw their 529 plan had yielded just 0.8% over five years—because it sat in cash. Here’s the truth nobody tells you: a 529 plan isn’t just a “college piggy-bank,” it’s a turbo-charged education savings vehicle. With tax-free growth, penalty-free tuition...

Florida Prepaid vs. 529 Plan? It feels like a choice between a rock and a hard place. Betting on the stock market versus betting on your child’s entire future. Who This Guide Is For: Florida families choosing between Florida Prepaid and 529 plans face significantly different financial outcomes in 2026. With...