For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend […]
Read MoreHow to Pay for College Tuition
Financial Planning
Making Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what […]
Read MoreIs a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double […]
Read MoreWhat are the Rules for Withdrawing Money from an IRA?
Do you have questions about withdrawing from your IRA? We like to describe the IRA as a bell curve, hopefully growing up over the years, and then slowly draining over […]
Read More6 Mistakes Retirees and Pre-Retirees Make with their Finances
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go […]
Read More4 Major Issues to Consider When Planning for Retirement
It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many […]
Read More5 Ways 529 Plans Help Grandparents Save for Their Grandchildren’s College
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 […]
Read MoreEight Basic Money Lessons Everyone Should Know
The news is in, and it’s scary: Americans are falling behind the rest of the world when it comes to financial literacy. A recent study of 29,000 teens across 18 […]
Read MoreHow to Survive in the Difficult World of the Middle Class
Is the middle class the “most endangered species in America“? Since the economic downturn of 2008, America’s middle class has been on the decline. Reports from the Pew Research Center […]
Read More5 Tips for Handling a Windfall from an Inheritance
On the list of problems you really wouldn’t mind having, receiving an unexpected windfall in the form of an inheritance may just be at the top. Unfortunately, without careful planning […]
Read More5 Ways to Remain Cool, Calm, and Collected With Your Finances
Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your […]
Read More5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement […]
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