Aug 23, 2024
IntroductionReceiving an inheritance or a large cash settlement can be life-changing. It’s an opportunity to secure your financial future, support your loved ones, or even pursue dreams that were once out of reach. However, with great wealth comes great...
Jun 20, 2024
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...
Jun 20, 2024
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...
Jun 3, 2024
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...
May 31, 2024
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...
Apr 19, 2024
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...
Apr 5, 2024
When you’re the parent of a child with special needs, there’s a lot that’s needed from you: love, patience, and perseverance. However, something that many people often forget is the financial implications that accompany this family dynamic. To put this in perspective,...
Mar 23, 2024
Whether you’re a grandparent or have blessed your parents with the joy of grandchildren, this updateis tailored just for you!Recent adjustments to the FAFSA (Free Application for Federal Student Aid) guidelines havesignificantly boosted the appeal of 529 savings...
Feb 29, 2024
By: Laurie Allen, CFPNot everyone gets to pick when they’ll become a parent. Some people choose to waituntil their thirties or forties when they finally feel financially and emotionally ready forthe challenge. Or perhaps you might be in my situation – someone...
Feb 1, 2024
We’ll be witnessing the largest wealth transfers in history over the next decade from Baby Boomers to Millennials. Click the link below to read more about what millennials and their Baby Boomer parents should know about some of the potential...
