The Investment Advisor Offers Financial Education and Training About How to Pay for Your Children’s and Grandchildren’s College Education. It is Important to Start Planning Early. This Training Covers: How Much Money Will Your Children or Grandchildren Need to Attend College? The Types of Accounts Available to You to Save and Invest for College Education?… Read more »
Posts Categorized: Education Planning
Are You Concerned About the Cost of a University Education?
College education financial planning is the process of determining how much money you will need to pay for college and how you will pay for it. It is important to start planning early. Financial planning strategies may include: 529 plans. A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education… Read more »
Get Back on Track
Get Back on Track: Have you positioned your investments for this part of the ecnonomic cycle? Are you prepared to manage the risk? Will you grow your net worth? Will you create the income you need? This is why we are inviting you to take advantage of our Get Back on Track Coupon. It’s our… Read more »
The Investment Advisor is Bullish on America and Pennsylvania
The investment philosophy of The Investment Advisor is based on American History and a long term view of the resilience of the American Economy. In short, we believe in you. The Investment Advisor thinks it is important to understand the impact economic restructuring and the 4th Industrial Revolution have on investing and its implications for… Read more »
Who is the Investment Advisor?
The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Retirement, Health Care Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »
