August 13, 2021
529 Plans: The Ins and Outs of Contributions and Withdrawals
Section 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it.
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August 12, 2021
How Much Home Can You Afford?
Many financial experts recommend you spend no more than 30% of your gross monthly income on housing expenses. And, they recommend spending no more than 35% of your gross monthly income on debt which includes your mortgage.
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July 20, 2021
Second Quarter 2021: Astonishing Recovery Continues
The stock market and economy continue to be red hot. Vaccination rates have climbed north of 50% and appear to be effective against new, more contagious COVID-19 variants.
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July 18, 2021
Video: 2021 Mid-Year Market Outlook
[Stephen] Hello everyone and welcome to the 2021 Navalign Media Outlook. I’m Stephen Rischall and today I am joined by my partners, Chris Carter, Neal Frankle, Matt Stadelman and David Jacobs.
Read MoreJuly 16, 2021
Translating Stock Market Jargon
Understanding the terminology used for stocks, investing, and even Wall Street is challenging to many people. However, below are some terms we hear pretty often summarized to help you.
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July 10, 2021
Video: Expect The Unexpected Your Contingency Plan
Hello and welcome to another episode of the Smart Money Show. I’m your host, Stephen Rischall and today we’re going to be talking about planning for the unexpected.
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July 9, 2021
Financial Coach vs. Financial Planner: Which One Is Right For You?
Most consumers realize along the way that some concepts about money aren’t inherent knowledge or readily available to learn. In addition, not all of us have an educated or experienced family member, teacher, friend, or outside resource to walk us through daily money management.
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June 15, 2021
Video: What’s Happening With Inflation
Stephen: Hello, everyone, and welcome to another episode of the Smart Money Show. I’m your host, Stephen Rischall, along with my co-host, Matt Stadelman.
Read MoreJune 4, 2021
The Real Cost of Home Improvement
Buying a home is a big decision and an even bigger investment. For many, purchasing a home will be their most significant financial transaction, becoming the most valuable asset they own.
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