The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.
Posted ByPlanning for college is becoming increasingly important with higher education tuition on the rise and with the national student loan debt recently breaking 1.5 trillion dollars. Many parents and grandparents are thinking about how they can help the next generation pay for college. One option is the 529 college savings plan.
Posted ByThe Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.
Posted ByThe Social Security Administration has advocated for using their my Social Security online tool. From my Social Security, users are able to view their Social Security benefit statements and review earnings history. It is also an easy way to request a replacement Social Security Card or to enroll in Medicare. This seemingly simple alternative could save you from hours of waiting in line at your local Social Security office.
Posted ByFraudulent phone calls are becoming increasingly popular. Phone scammers may pretend to be a loved one or they may use false promises or aggressive sales pitches to get through to you. Their goal is to elicit personal information or to receive a payment from you.
Posted ByAs we have discussed in our other blog topics focused on China, the GDP numbers, total outstanding debt, and other various statistics reported by their government have been questioned and scrutinized over the years. While most analysts put China’s debt/GDP near 250%, The Institute of International Finance (IIF) actually believes that China’s debt load was possibly as high as 300% in 2017. Today, we expect that to be much higher.
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