Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to prepare for a child...

Financial Planning for Kids
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Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to prepare for a child...
Paying for college is high on our client's priority list. College planning is so essential to some that people often neglect their retirement...
You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
There are two popular paths for college savings: a 529 savings plan or a Roth IRA. There are some accounts that I tend to shy away from (UTMA, UGMA,...
Saving for your children's college is undoubtedly a noble goal. Many have benefited from Mom and Dad working hard to send them to college. Often...
The planning process begins with identifying our goals. I personally like creating t-charts (see example above). On the left column, I create a...