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Get UNBROKE - 529 Plans

Get Tax-Free Growth for College Savings With 529 Plans

400 300 Charles Weeks

College is expensive, and the student loan market is only growing larger by the day. Enter the 529 plan. If you have a child and…

Get UNBROKE - 1.5% Fee vs. 1% Fee on $500,000 at 8% over 20 years

With Fees, Don’t Get Fooled by Small Numbers

400 300 Charles Weeks

A portfolio management fee of 1% vs. 1.5% may not seem like a big difference but compounded over time it turns into a whopping $173,019.70…

UNBROKE is a financial literacy blog for the financially illiterate.

Beware of Investment Fees – ‘Small’ Differences Can Cost You Thousands

1024 576 Charles Weeks

When people shop for items ranging from toothpaste to a car they typically focus on costs or fees, with the understanding that the less they…