Category: Financial Planning

Teaching Your College-Age Child about Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps your child already […]

Five Things Every Young Family Should Do Now!

In the hustle and bustle of every day family life, it can be difficult to see beyond the present and prepare for the future.  Often important actions that each family should take fall to the wayside as the days are crammed with work, school, sports, and household duties.  In Five Things Every Young Family Should […]

Financial Moves To Make Before Year End

As the end of the year approaches and the exciting frenzy of the holiday season commences, don’t forget to set aside some time to review these financial moves you should make before the end of 2016. For the most recent contribution limits, gifting thresholds, and RMD rules, please refer to IRS.gov. 1) Deplete your FSA:  […]

Sending A Child Off To College

When we think about sending children off to college, the first thing that comes to mind is “how much will it cost.” Unfortunately, the kids are thinking about roommates, friends, and parties! There are some key considerations it is important not to overlook during the first few weeks of college: Help your child start off […]

A Retirement Income Roadmap For Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren? Whatever your goal, you’ll need a retirement income plan […]