Puerto Rico

April 2019 Personal Income and Outlays

 

Retirement In Sight for June, 2019

Can an IRA Be a College Savings Vehicle?

You might be surprised at its potential.

An IRA is a retirement savings account, right? Indeed. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition on using an IRA to save for other purposes, such as funding a college education.  

Video: Financial Literacy for Children

 

 

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Morning Market Review June 17, 2019

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15 Money saving Apps you should check out!

 

Don’t know where to start making changes that will save you money? Here are some apps that are designed to help you make better decisions about your professional and personal finances:

1. Chime

Our Mid-Year Financial Update 2019

By Maura Schauss, CFP® and Todd Youngdahl, CFP®

Summer is here and we are about to launch into the second half of 2019! No matter what the first part of the year held for you personally, the economy’s shaky start definitely improved as time went on. Let’s take a big-picture look at our economy as we reach the midyear mark of 2019.

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

5 Tips for Managing a Sudden Financial Windfall

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As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, a trillion dollars is expected to change hands by 2026.

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Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

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