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.
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.
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.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Book Travel Now - Time for Experience Spending
My PSA for those adhering to a financial plan: Book your travel now.
Your Teen Working This Summer? Fund Their Roth IRA.
Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Zoom Your Estate Planning
Technology and legislation are removing procrastination from developing your holistic estate plan.
Your HS Junior know EFC, NPC or Merit? They should.
College Planning is more than 529s and student loans, focus on how to take less of each.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Selecting Colleges: Lead, Don’t Be Led
“We’ll find a way” means debt, poor ROI and impaired retirement.
Are you a Sandwicher? Embrace it!
In planning for 3 generations, ways to embrace communication and change.