Update on TD Ameritrade Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated to you the many stages of this process. We are approaching the final stage, where the transition of your account from TD Ameritrade to the...
A college education is a significant financial decision that can greatly impact the lives of individuals and their children. It has long been regarded as the key to a successful future, but the rising costs associated with higher education necessitate careful...
TD Ameritrade Merger and Transition to Charles Schwab Platform Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated to you the many stages of this process. We are approaching the final stage, where the transition of...
Effective budgeting is one of the most critical components of a financial plan, yet the task is often overlooked. Many individuals delay investing towards their financial future because they do not understand the power of compounding interest. Estate planning can be...
Debt can have a crippling effect on a financial plan, so it is important to identify the wrong types of debt and pay them off quickly. The Debt Snowball method focuses on paying off your smallest debt first and then adding those payment amounts to the next smallest...
The Debt Ceiling Drama: A Critical Juncture The Debt Ceiling is the maximum amount of money the U.S. Treasury can borrow. Increasing the Debt Ceiling allows the government to pay for obligations like Social Security, government employee wages, and military spending....
