Investing and Retirement
What is a 529 Account, and Do I Need One?
If you’re a parent of young children or even thinking about becoming a parent, chances are you’re already worried about how you’re going to pay for their college expenses. And if you don’t yet have […]
What is the Difference Between Wills and Trusts?
No one likes to think about what will happen after they’re gone, and so “wills,” “trusts” and “estates” are not usually popular conversation topics. If you’re still far from retirement, you may think there’s no […]
Introduction to Investing: A Service Financial Group Primer
Investment markets are more accessible to the average American than ever before, and thanks to retail websites and mobile applications alike, everyday people are attempting to build wealth through the transaction of securities. It’s important […]
Service Financial Group Has Arrived, and Here’s How They Can Help You With a Rollover IRA
You have worked diligently to save money in your 401(k) or other retirement accounts, but what happens to your balance if and when you change jobs? If you cash out, you’ll typically pay the income […]
Investment Opportunities Before You Get Married
While basking in the glow of a recent engagement, focusing on some of the uncomfortable and at-times complicated changes that come with getting hitched is probably the last thing you want to be doing. It […]
Banking for Beginners
So you are dipping your toe into the pool of banking, and you are starting to realize that it is more than just free lollipops and pulling up to the ATM. As a millennial, I’ve […]
Savings for Beginners: Which Account Is Right for You?
So you’re looking to start saving some money and decide to open up your first savings account. Now the question is, what savings account is right for you? There are lots of different options available, […]
IRAs: An Interesting Way to Add to Your Retirement Savings
Everyone wants to save more but most people don’t really spend a lot of time strategically thinking about their options. A majority of my friends, including myself, spend more time finding out what movie star […]
Savings Tips for Every Life Stage: 50s
When you reach your 50s it’s retirement crunch time. Take a look at your overall savings goals and revisit what you have been doing […]
Savings Tips for Every Life Stage: 30-40s
By the time Americans turn 35 years old, many have gotten married, purchased a home and are earning a minimum salary of $50,000. Yet, there may still be a lot of big decisions ahead […]