Archive for May, 2015

Saving for College – Is a 529 Plan Right for You?

Posted on:  May 28th, 2015
By:  Diane Morrison

Ask any financial advisor, and they will tell you, if you must make a choice between the two, fund your own retirement before you fund your child’s future education.  Think about it – your child will have many more options to find money for college than you will to find money during your golden Read More

Last Updated by Diane Morrison May 28, 2015

Beware! Scams Targeting Seniors are Everywhere

Posted on:  May 21st, 2015
By:  Diane Morrison

The telephone is a lifeline for many seniors, especially if they no longer drive or are disabled by health problems.  Unfortunately, the telephone is also a prime method for criminals to virtually enter their homes and steal their money.  The popularly accepted myth is that seniors are lonely and Read More

Last Updated by Diane Morrison May 21, 2015

Got Employees? Then You’ve Got Employee Records – Here’s How To Manage It All

Posted on:  May 14th, 2015
By:  Diane Morrison

Do you own a business? If you do, then you have paper. A LOT of paper. Even in a “paperless” office, there can still be quite a bit of paper. And that’s not even counting all of the virtual paper; digital files, while not literally taking up the space you normally think of, still occupy space Read More

Last Updated by Diane Morrison May 14, 2015