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Blog

Elderly woman doing yoga in a park
Joseph Van Name | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Joseph Van Name | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Professionally dressed man and woman looking at a tablet
Joseph Van Name | Feb 7, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Joseph Van Name | Jan 20, 2022

OPINION: NFL STAR SAQUON BARKLEY'S MISLEADING COMMENTS ON BITCOIN

Sports
Education

By David Mulhearn, CFP® 

CLICK HERE FOR BARKLEY'S TWITTER THREAD

I’d like to preface this opinion piece by saying that I’m a huge fan of the New York Giants

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Advisors Financial Inc. | Jan 7, 2022

NEWSLETTER: For 2022 a few key numbers have changed based on inflation

Education
Market
401k Contributions
As we enter the New Year, a few things have changed! The maximum 401k (and 403B/457) annual contribution is now $20,500 with a $6,500 catchup for those over age
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Joseph Van Name | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Joseph Van Name | Jan 7, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Savings
Advisors Financial Inc. | Jun 11, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Advisors Financial Inc. | May 11, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Advisors Financial Inc. | Apr 11, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Finding the Right Financial Advisor
Advisors Financial Inc. | Mar 11, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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stock
Joseph Van Name | Feb 11, 2021

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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