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Best College Saving Strategies Thumbnail

Best College Saving Strategies

It’s no secret that student loan debt is a major problem in this country. Even with recent efforts to relieve many federal borrowers of some of their debt, many individuals that are now having babies and raising children are still paying down massive student loans. As a result, parents and grandparents are thinking more proactively about saving and planning for college expenses.

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Financial Exploitation: Protecting Seniors Thumbnail

Financial Exploitation: Protecting Seniors

As financial advisors, one area that we are well versed in is protecting our clients from financial fraud. Although everyone is susceptible to falling victim to fraud, seniors tend to be the group that is targeted most frequently. Therefore, in observance of World Elder Abuse Awareness Day on June 15th, we will focus on one area of elder abuse: financial exploitation.

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Being "Cyber Smart": Tips to Keep You Safe Online Thumbnail

Being "Cyber Smart": Tips to Keep You Safe Online

In these times, we are connected virtually more than ever. Internet usage has been ramping up rapidly for years now, and then came Covid. Many of us were forced into a completely digital world, not only personally, but also for work and school. Our rapidly increasing reliance on technology makes us very vulnerable to cybersecurity safety concerns, such as identity theft, phishing, security breaches, viruses and malware attacks. Luckily, there are several simple ways to proactively mitigate risks and stay one step ahead of many potential cybersecurity issues.

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The Fiduciary Duty Explained: What it Means for Investors Thumbnail

The Fiduciary Duty Explained: What it Means for Investors

The word “Fiduciary” gets a lot of attention in the financial services industry. But what exactly is it, and what does it really mean for investors? Generally speaking, a fiduciary is someone acting on the behalf of another, usually in some kind of legal or financial capacity. Some examples of fiduciaries may include attorneys, trustees, estate executors, and accountants. In the financial services industry, Registered Investment Advisors (RIAs), like Financial Strategies Group, are held to a fiduciary standard by the United States Securities and Exchange Commission (SEC). This requires the RIA to act in the best interest of their clients and put their clients’ interests ahead of their own at all times.

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Financial Spring Cleaning Thumbnail

Financial Spring Cleaning

Springtime is here! Spring brings a sense of renewal and optimism after the long dreary winter months. As the warmer weather moves in, we tend to find ourselves feeling more motivated, ready to clear out the old and bring in the new! Spring cleaning is a popular tradition for many, as it provides a chance to clear out any stagnant clutter and stale air. We kick off the season with scrubbing, organizing, and decluttering all of the physical aspects of our home and lives. This year, in addition to tidying up your home and other physical aspects of your life, why not do the same for your finances?

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