Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck

February 2019

Having A Solid Money Management Plan Is Critical

Money management involves several things.  It involves everything from the creation of a budget, to the maintenance of emergency cash reserves.  Some of us live rigidly by our budget constraints, and others merely check the balance at the end of the month to see if there’s anything left.  Most of us fall somewhere in the middle.

From a financial planning standpoint though, having a budget is critical.  How can you know where you’re going if you don’t know where you are? 

Read More »

Economic Update


Employment numbers are important to review as they provide solid indicators for spending patterns and consumer confidence.

Read More »

Using Section 529 College Savings Plans For Education Expenses

Section 529 Plans were created under the Small Business Job Protection Act of 1996 for the purpose of allowing people a tax advantaged way to save for the higher education expenses of a beneficiary.

At a high level, the account is owned by one person, and a successor owner is also named. Usually, these are parents of a child who is the beneficiary of the account, however anyone can own a 529 plan for the benefit of a child. Anyone can make a contribution to the account for the beneficiary.

Deposits into 529 plans are considered gifts.

Read More »

Video Content

Recent Posts









Skip to content