The attraction of 529 college savings programs is that they provide for investment earnings to grow on a tax-deferred basis, making them a tax-savvy choice compared to other options.
Lately, I’ve had a number of clients and prospects ask how to pay for college. Not in the future – but RIGHT NOW. They’re past
Read how COVID factors into Halloween along with financial savvy tips.
POWWOW, LLC was recently featured by Linda Lecomte, REALTOR® in her new Andover-area inspired website and newsletter Shop Dine the Andovers.
Halloween is my favorite time of year because it offers certain qualities other holidays lack: It’s an opportunity to be creative and try a new
As a veteran you may feel like you’re participating in an Easter egg hunt to find all your benefits. This may be because most state
A fellow blogger liked my approach to personal finance by making S.M.A.R.T goals. Read how she implemented this into her life and own blog! https://doingthingsdifferent.net/saving-money-think-s-m-a-r-t/
The deadline for the 2019-2020 FAFSA is midnight, June 30, 2020. The earlier you file, the more grant money you are likely to receive (up to
My husband and I have had the fortune (or maybe misfortune?) of being involved in a number of personal real estate transactions. From inherited, residential,
As a Certified Financial Planner™ specializing in elder care I am asked this question daily. Unfortunately, all too often the family’s immediate reaction is that
It’s important to understand the fine print of your home equity line of credit (HELOC). Make sure not to get swept up in your plans
Question: What are my options for cash or checks given to my child? Piggy Bank: Some people enjoy the visual appeal of a full piggy bank.
Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research is even indicating that the
Successful planning boils down to two key factors: Working with accurate information Managing behavior It probably comes at no surprise that financial planners mostly struggle
I’m thrilled to share an article highlighting the reasons for my commitment to help seniors and their family. “As a caregiver for her ailing father,
When opportunity knocks, do you answer the door, or complain about the noise? Take some time this week to consider ALL your options, not just
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