Skip to content

Family

Coverdell

Giving Money to Kids, Part 2: Coverdell and IRA Accounts

In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn
Read More

Miss These 4 Student Loan Slip-Ups

With the FAFSA deadline coming up fast, what should you look for — and avoid — when considering federal student loans to help fund college for yourself or your child?
Read More
529 Plan

Giving Money to Kids, Part 1: The 529 Plan

Searching for the best way to give to the little ones in your life? In the first post in this three-post series, we look at one vehicle: the Section 529
Read More
Savings Account

Piggy Bank to Bank

Do you remember opening your first savings account? After playing the Money Game with my kids, I decided it was time for my boys to open their own savings accounts,
Read More

Teaching Kids About Money: A Game

We’ve already seen our first snowfall, pumpkin patches have appeared in parking lots, and squirrels are stowing food away for the winter. With Halloween just around the corner, the idea
Read More

Where It Goes When You Go

Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate
Read More
Saving for Early Retirement

Saving for Early Retirement, Paying for College, and Paying Off the Mortgage Early

Andrew and Sarah are working hard, raising a family, and they have big plans. Saving for an early retirement is just the tip of the iceberg. They’d like to help
Read More
×

Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.