Article Having Money Conversations With Your Kids July 7, 2023 Clients tell us they worry about how wealth will impact their children. Some fear that being open about wealth may have a negative effect on their kids’ ambition and work ethic. Yet transparency and having money conversations with your kids are an important part of estate planning and wealth preservation. And it … Read Morekeyboard_arrow_right
Guide Special Report Smart Ways to Save (and Pay) for Education May 13, 2022 You have heard the horror stories. Today’s average annual cost of tuition, room and board at a four-year private college is a whopping $53,217. While it seems a bargain by comparison, even the average cost of a four year state school is a steep $25,487 for residents (and a hefty $43,161 for … Read Morekeyboard_arrow_right
Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on … Read Morekeyboard_arrow_right
Article The Lowdown on Student Loan Forgiveness By Andrew Busa — September 2, 2022 Eligible undergraduate and graduate students could have up to $10,000 in federal student loan debt forgiven.Read Morekeyboard_arrow_right
Article 529 Plan FAQs May 31, 2022 What better time to answer often-asked questions about 529 college saving plans than high school graduation season? Common 529 Plan Questions Who should own a 529 plan? Anyone can open a 529 (college savings) plan, but parents or grandparents are the most common account owners (with their children and grandchildren … Read Morekeyboard_arrow_right
Article All About 529 Accounts May 23, 2022 May 29 is (almost) here and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 education savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and higher education. Anyone can open a 529 … Read Morekeyboard_arrow_right
Article Planning for 40-Somethings April 13, 2023 You’re well established in your career. You may have your own family as well as aging parents to look out for. On top of that, inflation is taking a bite out of your budget and retirement has crept a decade closer. That’s a lot to manage—and financial planning can … Read Morekeyboard_arrow_right
Article 5 Savvy Financial Moves for New Parents September 3, 2021 Major life events can provide the impetus to create or revise your financial plan—and few events are bigger than welcoming a new child. Here are five action items to consider, whether you are a new parent, expecting or simply playing catch-up with your planning: Get your child a Social Security number. You’ll … Read Morekeyboard_arrow_right
Article New and Improved FAFSA Rules June 11, 2021 Is college on the horizon for your kids or grandkids? Then you need to know about some important updates to the Free Application for Federal Student Aid (FAFSA). If this is a new acronym for you, FAFSA is the main form you’ll use to apply for student financial aid. The recent revisions were … Read Morekeyboard_arrow_right
Article Easing the Burden of Student Loans May 21, 2021 Student loan debt was a topic of debate during the 2020 presidential election, and the Biden administration has since signaled a willingness to explore it further during his first term in office. In the meantime, there may be a light at the end of the debt tunnel courtesy of the federal Public … Read Morekeyboard_arrow_right