Latest articles by Shane W. Cummings, CFP®, AIF®
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Facing a Potential Job Loss? Here's How to Prepare
Even if you feel secure in your job, it's still a good idea to make sure you're financially prepared in the event you're laid off.
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Digital Asset ETFs: A Less Risky Way to Invest in Crypto?
There's a growing appetite for new ETFs that make it easier to invest in cryptocurrency, including bitcoin. But investors should still proceed with caution.
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Late to Retirement Planning? Four Ways to Help Catch Up
If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track.
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Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
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It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
