SEEDS OF KNOWLEDGE

Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...

There’s a statement tucked into Edward Jones’ Revenue Sharing Disclosure that every investor should read carefully: “We want you to...

By Todd Pouliot, AIF As a small business owner, offering a retirement plan to your employees is a great way to attract and retain top...

In November 2024, Thrift Savings Plan (TSP) officials announced a game-changing update impacting all 4.1 million account holders starting in 2026: the introduction of in-plan Roth TSP conversions. This new feature is set to create exciting opportunities for federal employees and service members to manage their retirement savings with added efficiency. If you've been asking, “What does this mean for me?” you're not alone. In this post, we’ll highlight how this change could ben

Federal Employees- The Fork in the Road Embrace possibilities with Gateway Financial—the pathway to your promising future. This option...

Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...

Annuities are highly complicated financial products. One of the main factors you should consider is commissions. Why, because I used to...

First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...

While the cost of college continues to rise, the decision of whether it is worth it ultimately depends on an individual's unique...