Tag: Saving

Graduation

College Saving Options

What is the best vehicle to save for college/education? In order to answer that question, there is another question that needs to be answered first: What will “college or education” look like for your child or grandchild? For a few people this answer is easy – my grandson wants to be a college professor… my…
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May 21, 2024 0
Saving

Have You Saved Enough for Retirement?

The number one fear in retirement is – you guessed it! – running out of money. You have relied on your personal income your entire adult career… but you also had the ability to control it, stabilize it, and even change it. You held the power. You determined what you were worth. Yet when you…
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June 7, 2021 0
Vitals

Have You Checked Your Financial Vitals?

Have you ever wondered why the doctor has your “Vitals” checked at the beginning of every visit?  Well, let’s look at the definition of “Vitals.” Vital Signs are a group of four to six most important signs that indicate the status of the body’s vital (life-sustaining) functions.1. I want to highlight the phrase “life-sustaining.” If…
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February 3, 2020 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.