Time’s Up! Paying for College
Lately, I've had a number of clients and prospects ask how to pay for college. Not in the future -…
Halloween Tips from a CFP® (Post-COVID)!
Read how COVID factors into Halloween along with financial savvy tips.
What you need to know about Securing a Strong Retirement Act of 2021
SECURE Act 2.0 focuses on incentivizing people to save more for retirement. But will it be passed?
Why I Love Health Savings Accounts
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
Halloween Tips from a CFP®!
Halloween is my favorite time of year because it offers certain qualities other holidays lack: It's an opportunity to be…
The Markets and Coronavirus
What's happening?The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a…
401(k) Loans: Pros and Cons
You might be considering taking out a loan from your 401(k). But before you do, you should know the rules…
Everything Child-Related to the new “SECURE Act”
The SECURE Act was signed into law on December 20, 2019. Many changes were made that will materially impact retirees,…
Asian boy with large glasses reading a book
8 Financial Gift Ideas for Children
Trying to be more intentional with gifting? US News published a great article on how to be both generous and…
How much of our income do we allocate toward debt, retirement, education, and fun?
Bills, Bills & More Bills
It’s hard knowing how to allocate your money, especially when you’re feeling stretched in all directions. A big challenge is…
