
Homebuying in March: A Smart Time to Make Your Move?
March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.
Mastering the College Admissions Process
Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.
Summer, Summer, Summertime - Time To Sit Back and… Experience Spend
Life is constantly evolving, and moments once passed cannot be relived. Embracing experience spending encourages individuals to seize opportunities to enjoy life while they can.
Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.
As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.
Empower New Graduates with Gifts of Independence
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.
Financial Aid Changes To Impact This Fall’s College Applications.
Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Enjoy Every Sandwicher Moment.
July 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.
Never ask, “Where do you want to go to college?”
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Resolutions Gone Bad: Rein In Your New Year.
How to make financial resolutions that lead to successful planning outcomes.
Your Teen Working This Summer? Fund Their Roth IRA.
Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
New Dependent Care FSA Changes Provide Tax Savings
A family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.