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.

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.

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. 

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.

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

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Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.

My PSA for those adhering to a financial plan: Book your travel now.

How to make financial resolutions that lead to successful planning outcomes.

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

How to have open discussions about finances for a healthy relationship.