Investing in Tangible Assets

by Steven Sundberg on

Remember Beanie Babies?  In the late 1990’s, Beanie Baby mania swept the country, with amateur collectors searching frantically at every card shop and kids store to find the latest beanie. Many turned to online stores and eBay, looking for the Beanie Baby that would make them enough money to retire...

Financial Literacy for Children

by Steven Sundberg on

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living...

2018 Tax Changes You Need to Know

by Steven Sundberg on

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan. Whether you plan on doing your...

Planned Giving Goes Further

by Steven Sundberg on

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Infographic: Investment FAQs

by Steven Sundberg on

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own...

Why Financial Literacy is Important

by Steven Sundberg on

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

Bankruptcy Basics

by Steven Sundberg on

While never an easy decision, filing bankruptcy can provide immediate assistance to those struggling to pay their debts. A long, sometimes complicated process, filing bankruptcy should never be the first solution to manage debt, but can provide a way to start over, free from overwhelming debt.

The...

Pet insurance. Cancer insurance. Discount dental plans.

You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully understand how they work, what they cover, what they don’t cover, and ultimately, if they’re worth the cost. Here’s a brief explanation.

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With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.  If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if...

How to Create a Financial Plan

by Steven Sundberg on

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think. Even if you plan on hiring a professional financial planner down the road, creating a rudimentary plan can go a long way towards...

Different Types of Mortgages

by Steven Sundberg on

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding a mortgage that suits your current financial needs can be challenging, but understanding the various types of mortgages available and their...

How to Create and Maintain a Budget

by Steven Sundberg on

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help keep spending under control, bolster your savings account, adequately plan for retirement, and keep debt at a manageable level. 

Creating...