Taking Stock

with Nathan Brinkman


Leading by example

As a business executive in senior management, you often lead by example. This even includes what happens outside the four walls of your office building. You’re probably on a board for a nonprofit, volunteer with your kids’ activities, and even donate resources to many different causes in your community.

Posted at 10:40 AM | Permalink | Comments


When your child asks for a loan, should you say yes?

You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your checkbook until you’ve examined the financial and emotional costs. Start the process by considering a few key questions.

Posted at 11:24 AM | Permalink | Comments


How does your 529 plan stack up against the competition?

If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, now may be a good time to see how your plan stacks up against the competition.

Posted at 10:50 AM | Permalink | Comments


Points to consider if your retirement goal seems out of reach

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal-setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may seem like a daunting, even impossible, mountain to climb.

Posted at 12:49 PM | Permalink | Comments


4 last-minute tax tips

It’s that time of year again — tax-filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always find ourselves scrambling at the last minute to get our tax returns filed on time. Fortunately, even for us procrastinators, there is still time to take advantage of some last-minute tax tips.

Posted at 11:41 AM | Permalink | Comments

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