Articles

Articles, News, and Related Information

May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans.

As higher education costs continue to soar, many parents find themselves faced with the nagging question, “Will I have enough money to pay for my child’s college educa...

 Ideas for Reducing the Cost of College

Mid-August is the time of year that our kids pack the U-Haul and head to college. And while they’re excited about a brand-new semester, it can be frightening to see the cost – and rising college debt – that comes with the college experience. What can our college students do to ease the price tag?

L...

Congratulations to the Class of 2019

Now it’s time to start drawing up your financial blueprint for your future self

Congratulations, recent 2019 graduates. You now embark on an exciting new chapter of your life. You are eager to start a career and work toward achieving all your goals.

But where do you begin? How do you make the be...

What are your next steps, financially

What recent graduates (and their parents) need to think about

Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, exci...

 Summer Means Graduations (and Adulting)

What recent graduates (and their parents) need to plan Summer is here and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom.

Graduation is a tim...

 Which Comes First: Saving for Retirement or College?

It’s a question fraught with emotions
If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you’ll be flooded with a lot of emotion. Shouldn’t I be thinking of my child’s future f...