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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Get Ready to Save More in 2019!

It’s never too early to start planning for new year resolutions. And, if you’re thinking ‘saving more’ is good one to put on the list, there’s good news! Starting in 2019, you’ll be able to put more into your retirement accounts. The Treasury Department recently announced inflation-adjusted contribution limits for 2019, and there are a…

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Why a simple budget is a great place to start

Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do you have a budget?” Often when talking to friends about finances, I find most millennials don’t have a budget. This is likely because they don’t even know…

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