by Tara C. Bansal | Jun 27, 2019 | Financial Planning
Reading Time: 3 minutes This Financial Planning Top 10 list covers some of the most common issues I see and things that I view as most important. 1) Make a commitment to getting your finances in order Your money and finances are important. Devote some time and energy...
by Tara C. Bansal | May 20, 2019 | Financial Planning
Reading Time: 3 minutes This is a question I was asked and thought it was worth writing about. (Although I must admit it was much more challenging to answer than I originally thought.)There are some similarities between investing and gambling but overall I do not view...
by Tara C. Bansal | Apr 17, 2019 | Financial Planning
Reading Time: 4 minutes In my last article, I recommended that you invest in a 529 College Savings Plan if you are saving for college or private school education.Today we will talk about “How do you know which 529 Plan to choose?”There are many choices. Almost...
by Tara C. Bansal | Apr 3, 2019 | Financial Planning
Reading Time: 3 minutes This is a question I received and I thought it was worth writing about. An ESA is an Educational Savings Account. It is also called a Coverdell ESA. A 529 Plan or a 529 College Savings Plan is a special kind of state government account or...
by Tara C. Bansal | Mar 14, 2019 | Financial Planning
Reading Time: 5 minutes Based on last week’s article, I got the following questions – Which payment type is best? What are the pros and cons for the different ways advisors get paid? I thought these were good questions and will briefly try to answer them here. The...
by Tara C. Bansal | Mar 7, 2019 | Financial Planning
Reading Time: 3 minutes One of the things I dislike about the financial services business is that all too often it tries to make things (seem) complicated and difficult to understand. I believe part of my role as an advisor is to help others understand and feel...
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