Author: Laurie Allen

College Planning Calculator

Did you know that you would have to save $671/month from birth to fully pay for a 4 year degree from UCLA? What about Stanford? Just a cool $1,831/month.When it comes to college planning, step 1 is to know your costs, which is why we highly recommend using an online...

Summer Harmony: Balancing Career and Motherhood

Balancing children’s summer activities and social gatherings with a high-powered career can feel like an endless juggling act for mothers. The sunny months often bring a whirlwind of soccer games, swim lessons, family barbecues, and neighborhood picnics, all...

Mastering Your Wealth: The Power of Sinking Funds for Families

Each family has diverse financial needs that require strategic planning to effectively manage and prepare for future expenses. One tool that can significantly enhance your financial management is a sinking fund. This savvy savings strategy involves setting aside money...

A Guide to College Planning

College planning is often done backward even for the most careful planners because it’s so hard to know what your newborn or toddler will do for higher education.  In the beginning it’s really just a guessing game, but if you wait to make decisions until...

If I Already Have a Will, Do I Also Need a Trust?

Imagine for a minute that you’re the parent of two college-aged children and you’re in a tragic accident. Setting aside the emotional trauma of the situation, how would your family continue to be cared for financially?At first, you may say, “I have a...
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