Free Newsletter
Recent Articles from Jeff Nelligan
Get Your Finances in Check With These Five Tips
August is National Financial Awareness month, which means it’s an ideal time to assess your ability to understand how money works and gain some insight into your own finances.
Protect Your Finances While on Summer Vacation
Take heed of these suggestions to keep your finances protected before, during and after vacation.
Planning for the future with a goals-based retirement
Rather than focusing solely on risk tolerance and performance measurement when managing your retirement assets, consider a goals-based wealth management plan approach.
More on involving the kids in saving for college
College planning encompasses numerous details, including visiting institutions that a student may want to attend, applying for financial aid, obtaining transcripts and letters of recommendation and meeting deadlines. A high school student can take responsibility for making sure that important matt...
Saving for college
Most articles about college planning focus on advice for parents or other adults who expect to pay the cost for a younger person's education. But what about the beneficiary who plans to attend college? Although most young people don't have the assets for college savings that their elders do, being...
Eight great steps for a college savings plan
In tough times, the thought of paying your children’s way through college can sound daunting, but it’s something most of us hope to be able to do for our kids. According to the University of Colorado Boulder Office of Planning, Budget and Analysis, incoming freshman who are residents of Colorado w...
When it’s time to take the money out
When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions. One that […]
A financial transition checklist
The potential for change is one of the few constants in life. Whether your circumstances evolve unexpectedly or as the result of careful planning, you may have to alter your […]
Coping with wealth
Wealth can be a mixed blessing – one that creates great opportunity as well as weighty responsibility – especially for children. As a parent, grandparent, or concerned relative, you hope […]
Top four tips for tax-savvy investors
A century ago, author Mark Twain wrote that the difference between a taxidermist and a tax collector is that the taxidermist only takes your skin. Today, the IRS isn’t any […]
Your annual financial review checklist
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations […]
Protecting your retirement investments…
The current economic and market environment has prompted many Americans to rethink their retirement strategies. If you are experiencing a job transition-particularly if the transition is unplanned and unexpected-such a […]
