Debbie

Year-End Financial To-Do: Holiday Hangover? – How You Can Recover from Too Much Holiday Debt

December 27th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

If the cheer from your holiday celebrations has dissipated and you are feeling the after effects of overspending, you’re not alone. Americans in general are spending more than ever.  According to a 2018 holiday shopping survey by Deloitte, the total holiday retail sales are expected […]

Year-End Financial To-Do: Make a 529 Plan Contribution

December 13th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

What is on your shopping list this year? How many of your children or grandchildren need more toys or gadgets? Looking for a new idea that will not only save you time and give you peace of mind, but will be the best Christmas present […]

Plan Now for a Peaceful and Debt Free Holiday

November 8th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Halloween has passed, and Christmas is popping up everywhere! It’s easy to get carried away with all of the exhilaration leading up to the holidays, but don’t let the excitement steer you to more anxiety than peace this holiday season.

Do you remember every gift that […]

Summer Savings Strategies: Fight Inflation

June 13th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Even though the last several years have seen lower inflation rates, looking back at the historical average over the past 45 years, inflation has risen at a rate of about 4% per year. This means that your weekly grocery bill as well as utilities and […]

Today is the Day to Show Some 5/29 Love!

May 29th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Paying for college can put a financial burden on families, but planning ahead can help relieve some of the stress. If you are wondering how to get started, you might consider a 529 Education Savings Plan and what better time to begin than 5/29. As […]

Summer Savings Strategies: 5/29 Day!

May 23rd, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing

Next Tuesday is 5/29. Have You Started a Plan for Your Loved One’s Education?

National 529 Plan Awareness Day comes around every year on May 29th. This day celebrates the importance of preparing for future education expenses and the advantages of 529 Savings Plans. It’s a […]

Love is Bliss!

February 14th, 2018|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

Happy Valentine’s Day! Are you and your significant other ready for a blissful retirement? Your Benjamin F. Edwards financial advisor can help you find out just how ready you are. Your advisor has access to a planning tool that can not only tell you your […]

Year-End Financial To-Do: File the FAFSA

December 7th, 2017|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

If you have children between the ages of 18 and 25 then I’m sure you know what FAFSA stands for! The FAFSA (Free Application for Federal Student Aid) is the main financial aid document that millions of college students and their parents complete every year […]

Monday is 5/29!

May 26th, 2017|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

In addition to Monday, 5/29 being Memorial Day, it’s also National 529 College Savings Plan Day! Celebrate with us by evaluating your college savings plans for children, grandchildren, nieces and nephews alike!

If you have a loved one that will be going to college someday, there […]

Tax Tip Tuesday: Ideas for Your 529 Plan

February 28th, 2017|

By Debbie Placke, Vice President, Manager, Financial Planning Marketing and Tools

Whether you have a 529 plan in place or are thinking about setting one up, here are some tax tips to keep in mind during tax time this year.

If you already have a 529 plan, start gathering your paperwork. If you have the following documents […]