Financial Advice

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Should You Buy Long-Term Care Insurance?

It can be a difficult topic to discuss, but it’s something that many of us will have to grapple with at some point, if not for ourselves, for a loved one. The longer you live, the greater your chances of needing some form of long-term care.

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Relationships Can Last a Lifetime

Your financial advisor might not be the first person who comes to mind when you think about long-lasting relationships. But, why not? Here are three keys to establishing a lifelong relationship with your financial advisor.

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4 Reasons to Focus on Saving over Spending

If you’re not sure, consider these four reasons why choosing to save money instead of spend it can really pay off in the end.

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The Benefits of Opening a 529 Plan for Your Child

A 529 plan is a great way to save for your child’s education because they’re tax-free, low maintenance, and available to everyone.

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Three Tips for Smart Investing

Have you established your career, bought a home, or started a family? If you have, you might be concerned about your financial future. If this sounds like you, it might be time to find the right financial advisor.

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What are the Consequences of an Indirect Rollover?

Have you recently changed jobs? When you leave your employer, you’ll have an option to move your pre-tax retirement savings from one account to another. How can you do that without incurring taxes and penalties?

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Navigating the Public Service Loan Forgiveness Program

Are you eligible for the Public Service Loan Forgiveness (PSLF) program? Learn how this program works and how you might be able to benefit.

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How to Invest* for Your New Baby

There’s one item on your to-do list after a baby is born that should be automatic: opening a savings account for their future. Here are three ways you might get started.

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Who's the Right Financial Planner for You?
An Interview with CFS1 Senior Financial Advisor, Mark Spirk

Who's the right financial planner for you? A senior financial advisor shares his thoughts on how to do just that.

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Five Reasons to Consider Life Insurance

Life insurance is more than just a way to pay the bills if something happens to you. Consider these five reasons to get life insurance.