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Blog Posts

CFP® Pro Tip of the Week - May 25, 2018: 529 Plans
Mark TalercioMay 25, 2018529, 529 plan, 529 plans, 529 Day, college, cost of college, college savings, CFP, fiduciary, tuition, college tuition
A Vanguard Retirement Plan & Whole Life Insurance
Mark TalercioMay 25, 2018Memorial Day, CFP, fiduciary, retire, retirement, retirement planning, planning for retirement, Vanguard, annuity, life insurance, whole life insurance, NYT, New York Times, Schwartz, John Schwartz
529 Plan Q&A
529 Plan Q&A

Happy 5-29 day, a day when states try to boost interest and participation in 529 education savings programs with various incentives. To mark 5-29 Day 2018, it’s time for a refresher Q&A on the popular plan and an update as to what has changed after the Tax Cut and Jobs Act was enacted.

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BlogMark TalercioMay 24, 2018529, 529 plan, 529 Day, college, cost of college, college debt, paying for college, CFP, fiduciary, financial planner, financial advisor
Your Money with Ron Lieber
Mark TalercioMay 24, 2018CFP, fiduciary, retire, retirement, retirement planning, planning for retirement, Lieber, Ron Lieber, Your Money, NYT, New York Times, invest, investing, saving
Planning for Early Retirement
Mark TalercioMay 22, 2018CFP, fiduciary, retire, retirement, retirement planning, planning for retirement, early retirement, retire early
CFP® Pro Tip of the Week - May 18, 2018: Boomerang Grads
Mark TalercioMay 18, 2018CFP, fiduciary, boomerang grads, boomerang kids, grad, college, college grad, graduation season
Planning for Retirement...Am I Treading Water?
Mark TalercioMay 18, 2018CFP, fiduciary, money, retire, retirement planning, planning for retirement, Vanguard, GoldBean, Gold Bean, Barratt, Jane Barratt, fintech, retirement
When the Wolves Bite with Scott Wapner
Mark TalercioMay 17, 2018Wapner, Scott Wapner, CNBC, Herbalife, Ichan, Carl Icahn, Bill Ackman, Ackman, When the Wolves Bite
Career Advice for New Grads
Career Advice for New Grads

In the decade since the financial crisis and recession, college graduates were often faced with a grim reality: they had unlucky timing. With few exceptions, they encountered a tough job market, sometimes with piles of debt owed for a diploma that was supposed to help make the transition to adulthood easier.

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BlogMark TalercioMay 16, 2018CFP, fiduciary, career advice, College Graduation, college grad, advice, graduation season, job market, job search
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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