Financial Planning
Amy Parvaneh
7 Best Tech Index Funds to Buy Now

Learn more about the different tech index funds and ETFs.

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Here are 21 ways to reduce debt, build an ...
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Can We Deduct Mortgage Interest on a Second Home?

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Can We Deduct Mortgage Interest on a Second Home?

Mortgage interest isn't deductible itself but instead contributes to passive activity losses. If you want to maximize the tax efficiency of real estate investment holdings, equities in a business entity are more efficient.

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Should My Asset Allocation Change As I Get Older?

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Should My Asset Allocation Change As I Get Older?

Regardless of your age, asset allocation should be based on when the funds will be needed. Funds that will need to be accessed within two years should reside in assets such as cash or short-term debt securities such as treasury bills or notes.

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Sequence of Returns Risk

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Sequence of Returns Risk

How market volatility and withdrawal timing impact retirement income. This video can help you be seen as an authority on retirement income strategies and educate clients on sequence of returns risk.


Considering College Costs

Considering College Costs

The cost of a college education has risen dramatically in recent decades, as both students and parents are aware. In fact, about 40% of college-bound high school students now rate cost as "most important," when asked how important cost is in choosing where and how to pursue higher education.

Logistics of Paying for College: 6 Things You Need to Know

Logistics of Paying for College: 6 Things You Need to Know

You finally made it to the end of your student’s senior year of high school. Congratulations! As a family, you successfully found a college that was just the right fit. Your student applied and was accepted. Now, how do you pay for it?

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5 Social Security Myths Debunked

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5 Social Security Myths Debunked

Understanding how Social Security benefits work can be a challenge: There are a lot of rules, the formulas can seem complex, and making decisions with incomplete or incorrect information could end up costing you. That's why it's important to work with financial professionals to develop a Social Security claiming strategy for your overall retirement income plan.