Planning matters

Looking for College Tuition Savings?

Autumn is the time of year when we think about the need to start raking leaves, watching baseball playoffs, and getting kids back in the school routine. If you’re the parent of a college-bound high school senior, you should also be thinking about sitting down to complete the Free Application for Federal Student Aid, the…

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How to Raise Financially Responsible Children

Growing up I wasn’t taught how to handle the household finances, let alone money in general. When I started earning an income, I didn’t know what to do with it. When raising a child you want nothing more than to set them up in life. You want them to be resilient and successful. Below we…

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Back-to-School Shopping Budgeting Tips

It’s hard to believe that summer is winding down and the kids are preparing to go back to school already! If you have kids, you may have already heard the requests for specific back-to-school supplies and clothing necessities. As my kids are letting me know all the things they “need” before school starts, the calculator…

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Effective Tax Planning Starts Now!

With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the end of the year when there’s little time for changes to take effect. If you take the time to plan now, you’ll have six months for your actions…

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Caring Conversations with Aging Parents

When it comes time for your parents to make some significant changes, do you know how you’ll approach the conversation? Today’s blog post suggests a few strategies.

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