by Ralph Bender, MBA, CFP® | Beneficiary, Kids and College, Taxes
The Section 529 Plan is one of the best vehicles for accumulating education funds, because they can benefit both the student and the contributor. The funds grow without any tax consequences, and when used for education expenses[ Qualified education expenses include...
by Ralph Bender, MBA, CFP® | Energy, Oil, Retirement, Videos
Contact us now to schedule a long run plan for your “Life After Valero” by ordering your personalized Transition Timeline Calendar today!TRACKING...
by Ralph Bender, MBA, CFP® | Fitness, Health, Running Money ®, RunninRalph
The morning of arrival day to our most recent LPL National conference coincided with the annual “America’s Finest City Half Marathon”, a race from Cabrillo National Monument to Balboa Park in the heart of San Diego. So, we organized a team of about...
by Ralph Bender, MBA, CFP® | Market Update, Running Money ®, Videos
How often have you heard “the stock market is like a roller coaster ride?” We hear it all the time. The problem is, it’s a terrible analogy! The only thing good about that analogy is the volatility. The market does go up and down. Everything else is...
by Ralph Bender, MBA, CFP® | Financial Plan
“The marathon won’t be cheated.” That’s what I’ve told aspiring runners for years. And in the 2019 Boston Marathon, I proved the point. I earned my second “Boston” finishers medal, but also had my slowest race...
