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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Are Kids Sports a Financial Disaster?

Did you know that parents can spend up to $10,000/year funding their kids love for athletics? From club teams, travel teams, personal trainers, camps, uniforms, gas, hotels and equipment the cost quickly adds up. Is this a financial loss or gain? Keep reading our blog Planning Matters to take a closer look.

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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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A Widow.

I don’t even like the term.

I can’t be, can I? I’m too young to be a widow.

It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.

After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.

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