What’s in Your (Digital) Wallet?

By Rasti Nikolic | Associate Financial Planner
If you want to own Bitcoins or any other cryptocurrency, you need to have a digital wallet. The purpose of a digital wallet is to provide a space to send and receive cryptocurrency and to store private keys. Private keys are known only to the owner and are needed to authorize transfers.
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Paying for College – Top 529 Plans

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
In this, the first in our series of blog posts around paying for college, we take a look at the Morningstar report regarding the top 529 College Savings Plans.
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Traveling to Europe in Times of COVID

By Rasti Nikolic | Associate Financial Planner
It seems strange (and difficult) to travel outside of the U.S. during the COVID-19 pandemic, but when you have family across the world, like I do, then you may have no choice.
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Digital Love – Planning for Your Digital Assets

By Rasti Nikolic | Associate Financial Planner
In order to develop a digital asset plan, first we need to define digital assets. In general, digital assets are a form of personal property, including emails, social networking sites, digital collections, and cryptocurrencies.
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