While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
Read MoreEvan Walsh of Community Advocate shares our story and how PlanDynamic specializes in helping “sandwichers”, the roughly 15 million people in the U.S. managing young children and aging parents.
Read MoreRetirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreCongress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Read MoreJuly is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Read MoreResolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Or Not!
MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.
Read MoreThis month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Read MoreFinancial literacy doesn’t equate to understanding value or making good, responsible decisions.
Read MoreMy PSA for those adhering to a financial plan: Book your travel now.
Read MoreHow to make financial resolutions that lead to successful planning outcomes.
Read MoreHSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.
Read MoreRoth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Read MoreMay be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Read MoreTechnology and legislation are removing procrastination from developing your holistic estate plan.
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Read MoreCollege Planning is more than 529s and student loans, focus on how to take less of each.
Read MoreHow to have open discussions about finances for a healthy relationship.
Read MoreUse money as a tool, over time you’ve viewed as the sum of their experiences.
Read MoreBig picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
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