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Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®

529 Plans – A Great Tool For College Savings

Posted 2:17 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

Do you want to save money for your child’s college, but don’t know where to start? Here’s information on College 529 Plans to help get you started.

The Real Value Of Money

Posted 12:00 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

Money does not equal happiness, but if managed correctly, it creates security. Money creates peace of mind knowing you have a financial plan to handle any event.

The Easier, But Less Traveled, Path To Financial Independence

Posted 6:03 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

The major goal of taking control of your financial situation is to reach financial independence; It’s working because you want to, not because you have to.

What Matters Most- The 5 Fs In Life

Posted 6:53 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

The 5 Fs in life- Focus on what matters most to you, so you can live a stress-free life.

ROI Or ROL, Which Is The More Important Metric?

Posted 7:01 pm by Jason A. Eliason, CFP®, ChFC®, CFA® & filed under News.

Not too long ago, I attended the American Institute of Certified Public Accountants (AICPA) Advanced Personal Financial Planning conference. Mitch… Read more »

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