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Blog

Bill Harwood | Jul 1, 2024

529 Plans: An Investment in Education and Legacy

As college tuition continues to climb, 529 Plans can offer a strategic solution for parents and grandparents aiming to support the educational aspirations of
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Bill Harwood | May 30, 2024

Safeguarding Your Finances: Tips to Protect Yourself Against Fraud, Identity Theft, and Other Threats as You Near Retirement

Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to
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Bill Harwood | May 30, 2024

Understanding the Role and Tasks of an Executor

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased
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Bill Harwood | May 30, 2024

3 Key Money Moves Every Parent Should Make

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are
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Bill Harwood | May 30, 2024

6 Ways Prioritizing Your Health Can Save You Money

It can be easy to lose focus on your own health needs, especially if you have other obligations. This can be an expensive mistake for several reasons. Consider
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Bill Harwood | Apr 25, 2024

Senior Cyber Safety – How to Avoid a Cyber Identity Crisis

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a
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Bill Harwood | Apr 25, 2024

How Will My Children Pay for College? 7 Tips to Help You Plan, Save, and Pay

As a parent, one of the most significant concerns is ensuring that your children have the financial resources they need to pursue higher education. With college
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Bill Harwood | Apr 25, 2024

The Surprising Benefits of Getting Life Insurance Later in Life 

A common piece of standard life insurance advice is to get it as early as possible — and there are good reasons why. If you're young and in relatively good
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Bill Harwood | Apr 25, 2024

Exercise, Diet, and Financial Wellness - 3 Tips to Ensure You're in Good Financial Health for Retirement 

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no
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Bill Harwood | Apr 1, 2024

Invest in Your Financial Education During Financial Literacy Month

Financial Literacy
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to
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Bill Harwood | Apr 1, 2024

Traditions of the Masters and Successful Investors

Investing
The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both
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Bill Harwood | Apr 1, 2024

How Financial Professionals are Closing the Financial Literacy Gap

Financial Literacy
Financial professionals have identified ways to close these gaps and make budgeting, investing, and wealth creation more accessible to more people. Below, we
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