
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.
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.
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.
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.
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.
The SECURE Act: Congress spins “Taxman” for next generation
New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.
Selecting Colleges: Lead, Don’t Be Led
“We’ll find a way” means debt, poor ROI and impaired retirement.