Archive for January, 2012

Save a little over long time RS

Saving – a little goes a long way

January 20th, 2012 Chase Stafford

Finding ways to save can be a challenge – especially in today’s economic climate.  While all of us have good intentions, it can often seem like there’s little left after paying the bills, mortgage and other obligations. But the important thing to remember is that saving a little over time can really add up. Whether […]

Managing holiday debt RS

5 tips for managing holiday debt

January 9th, 2012 Mike Finlayson

With another holiday season in the books, many people end up with more debt than they would like. January is a good time to think about ways to manage debt and make resolutions to achieve financial stability. We’ve pulled together 5 tips to help you get started: Assess your debt. The first step is to […]

529 plan RS

College prep – have you studied up on 529 plans?

January 2nd, 2012 madmin

This material was prepared for John Evans, LPL Financial Advisor, use. Millions of families turn to 529 college savings plans to strive to meet the mounting costs of college. For most investors, the plans’ main attractions are the potential for federal tax-deferred earnings growth and federal tax-free qualified withdrawals.1 The plans’ aggregate asset limits, which […]