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Blog

Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Eric Fox | Nov 29, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Mother and daughter cooking and laughing
Eric Fox | Nov 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Eric Fox | Nov 15, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Eric Fox | Nov 8, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Eric Fox | Nov 1, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Eric Fox | Oct 25, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Eric Fox | Oct 18, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Man with glasses leaning against a wall
Eric Fox | Oct 13, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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An exit sign in a modern office building
Eric Fox | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Grandmother and granddaughter knitting together
Eric Fox | Oct 4, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.
Eric Fox | Oct 1, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Eric Fox | Aug 11, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Securities offered through LaSalle St. Securities LLC, a Registered Broker/Dealer and member of FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC, a Registered Investment Advisor affiliated with LaSalle St. Securities, LLC. Rise Financial Planning LLC is not affiliated with LaSalle St. Securities LLC or LaSalle St. Investment Advisors LLC.

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