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...
In our opinion, a college education can easily be one of the most important financial decisions of your and your children’s lives. We believe a higher education has been the primary route to secure a successful future and the costs associated certainly reflect that...
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...
We believe effective budgeting is one of the most important components of a financial plan, yet the task is often overlooked. We have seen that some individuals delay investing towards their financial future because they do not understand the power of compounding...
We believe debt can have a strong negative influence on your financial plan for two main reasons. First, the money that is being charged in the form of interest is being paid to the lender rather than being kept for another potential financial goal. The more debt you...
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....
