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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...

congrats to the class of 2020

COVID-19 has crushed the spring ritual of high school graduations.

But it can also encourage graduates and their parents to prepare to meet the practicalities of the youngsters’ sudden entry into adulthood, from making medical decisions to choosing what to study. How can parents and their offsprin...

learn money mindfullness

Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them.

Financial advisors call this “money mindfulness.” And it’s a mentality that can be worked on while we’re following the current “stay-at-home” orders of our local and federal government....

 Microsoft, Stockpiling Cash, and Good Cash Management

Consider the companies that are sitting on stockpiles of cash. Microsoft, Berkshire Hathaway, Alphabet (Google) and Apple were each sitting on more than $100 billion of cash as of the end of last year, according to FactSet. And Facebook and Amazon together are sitting on another $100 billion of cash...

 Give Your Valentine the 3 Best Gifts of All

Valentine’s Day is of course an extremely popular day for marriage proposals. Regardless of which side of the engagement you’re on – or when your engagement occurred – consider how, when and where to wed not just each other, but also your finances.

Fights about money constitute one of the biggest...

 Kobe Bryant’s Death Reminds Us You’re Not Too Young to Prepare

The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los Angeles Lakers legend Kobe Bryant and his 13-year old daughter, along with seven others, died when the helicopter they were in crashed amidst foggy conditions in the hil...