by Daly Andersson, CFA, CFP® | Jul 25, 2023 | Insights
As most rising college freshman are on the cusp of becoming legal adults, many of these legal documents can help them to protect themselves and allow you as their parent to help them should something unexpected happen. It is important for your teen and you to discuss...
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by Daly Andersson, CFA, CFP® | Jul 25, 2023 | Insights
Congratulations! Your child has successfully navigated their high school years and is preparing to embark on the exciting journey into college life. As CERTIFIED FINANCIAL PLANNER TM Professionals, we understand the importance of setting a strong financial foundation...
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by Daly Andersson, CFA, CFP® | Jun 18, 2023 | Insights
A Boost for Couples’ Financial Well-being In a world where healthcare costs continue to rise, it’s crucial for individuals and families to have access to robust financial tools that can help them navigate these expenses. Health Savings Accounts (HSAs) have...
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by Daly Andersson, CFA, CFP® | Jun 18, 2023 | News & Features
This past year, we have had the privilege of serving as the sponsor for United Way of Champaign County’s Women Untied initiative. Through our involvement, we have learned so much about our community and the powerful work being done by our neighbors at United Way. ...
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by Daly Andersson, CFA, CFP® | May 13, 2023 | Insights
A Guide to Tax-Advantaged Education Savings 529 Day is a day dedicated to raising awareness about the benefits of 529 plans and encouraging families to start saving for their children’s education- it’s never too soon to start saving! To help you get...
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