Education Planning
Should You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
10.21.18 Education PlanningCoping with College Loans
Paying them down and managing their financial impact.
10.21.18 Education PlanningShould You Use 529 Plan Funds on K-12 Education?
Federal law says you can, but you may want to think twice about it.
10.21.18 Estate and InsuranceThe Importance of Equitable Estate Planning
Have you considered the factors that may promote inequality in wealth transfer?
10.21.18 Education PlanningSmart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas.
10.15.18 Estate and InsuranceMinimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs?
10.02.18 Estate and InsuranceGetting Your Personal Finances in Shape for 2019
Now is a good time to assess where you stand and where you could be.
09.11.18 Retirement and Financial PlanningComprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values.
09.10.18 Education PlanningLeaving a Legacy to Your Grandkids
Now is the time to explore the possibilities.
07.31.18 Estate and InsuranceDo You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations.
06.15.18 Education PlanningCollege Funding Options
You can plan to meet the costs through a variety of methods.
06.01.18 Estate and InsuranceHow Much Do You Really Know About Long-Term Care?
Separating some eldercare facts from some eldercare myths.
05.18.18