Advice Chaser Blog
529 Plans for College Savings
By investing college savings in a 529 plan, you can earn dividends tax-free.
Charitable Giving
If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.
Rolling Over a 401(k)
What are you planning to do with your retirement account from your previous employer? You have choices for how to deal with that money.
More Employee Benefits
We’ve already discussed some big-ticket items that make up your benefits package. Now it’s time to look at the cheaper options on the table.
Prudent Expert Rule for 401(k)s
Offering a 401(k) may make your company an appealing job prospect. But it’s important not to ignore the responsibilities you take on.
What is an Aging Plan?
An aging plan is a plan to help care for your loved ones as they age. Aging is something that happens to everyone, but because it’s a slow process, most people don’t ever think they’ll have to be a caregiver until there’s an emergency.
Life Insurance Benefits
How to Tempt Great Talent by Providing Life Insurance Business owners constantly face the challenge of providing a competitive benefits package at a cost they can afford. One option worth
Health Insurance Benefits
Employer-provided health insurance is a tempting benefit for job seekers.
Taxes
When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66
Succession Planning
When the unexpected hits your business, you need to have something in place that keeps it, and you, protected. Now, you may be saying that you have some sort of
Starting a Family
When some people imagine having a child, they feel only excitement. Others are gripped by financial anxiety. After all, raising a child isn’t cheap, and the stakes become so much
Marriage
When you’re in love, talking about money may seem mundane. 40% of couples don’t talk about how they’ll manage their money before marriage. That’s a problem: solid finances are a
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