College is expensive; 529 plans can help
For decades, college costs increased higher than wages and inflation. Getting a handle on potential costs can help you get proactive about paying for your kids’ school.
Supporting your kids through college? Make sure they learn these lessons…
Helping your child through college isn’t just about paying the bills. It’s about teaching budgeting, spending, and credit habits that last a lifetime.
Is grad school worth it?
For many Americans, the path to success is clearly laid out: Get good grades in school so you can go to a good college, do well in college so you can get a good job. For some, however, a good job doesn’t feel like the end of the path; in these cases, workers might consider […]
How to name a guardian for your kids
Naming a guardian for your kids should anything happen to you is a key part of creating an estate plan. But that’s only part of the equation.
Awkward conversations with parents
There are multiple studies showing older Americans don’t like talking about money, but if you have aging parents, those conversations may be critical.
Surviving the sandwich generation
Many of the families we work with want to support their kids AND help their aging parents… but it’s important to make sure you’re stable, first.
Protect your (parents’) money
Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.
What is SECURE 2.0?
Note: This article was published January 25, 2023 and has not been updated. Some of the updates made via SECURE 2.0 may have evolved or been modified since then. The word of the year for 2023, so far anyway, is SECURE. If you feel like you’re having déjà vu, there’s a reason for it. Let’s […]
