
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.
‘Focus on your why’: PlanDynamic Helps with Your Financial Independence
Evan 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.
If You Fail To Plan, You Are Planning To Fail.
Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes.
Eye Opening Costs At Open Enrollment?
Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.
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.
Overdue Change Coming To MA Estate Tax Laws.
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Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.
Book Travel Now - Time for Experience Spending
My PSA for those adhering to a financial plan: Book your travel now.
Resolutions Gone Bad: Rein In Your New Year.
How to make financial resolutions that lead to successful planning outcomes.
Open Enrollment: Benefits to Opt-In for your HSA
HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.
Your Teen Working This Summer? Fund Their Roth IRA.
Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Take this job and shove it!? Measure twice, cut once.
May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.