Part 1 in a 3-part Series on Scams Scams are on the rise, and no one is immune. People of all ages and levels of financial experience have been and continue to be affected. The first step in protecting yourself from becoming a victim is to be aware of the types of scams and the […]
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Articles and Insights from the Capital Advantage Team.
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Retiring in a Bear Market: What to Know
With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that you will depend upon to fund part of your retirement, lose value can be disconcerting, to say the least. Understanding a Bear Market We have […]
529 College Savings Plans: A Tax-Smart Way to Help Your Kids (or Grandkids!) Pay for College
Investing in your child or grandchild’s future education is one of the greatest gifts you can give—a gift that will last a lifetime and can help open doors to opportunities in the future. With the cost of a college education continuing to soar, it is wise to start saving when kids are young. Saving, even […]