Five Tasks to Tackle before Retiring For many, retirement is an end-goal for a lifetime of preparation. Couples have saved carefully and have made plans for the day when they will have time to pursue hobbies, take classes or spend more time with family. This next phase could last for 25 to 35 years […]
Five simple steps helped my family on our journey from 529 account establishment 18 years ago to college enrollment deposit day next week. I hope these also will help you on your path.
This year why not focus on kindness and sharing instead of shopping?
“I look back on my 20s. It’s supposed to be the prime of your life, the most vital, the most beautiful. But you’re making your critical decisions and sometimes your most critical mistakes.” Ann Brashares How many times have you heard, “….If I only knew then what I know now”? When you are in your […]
Read the Washington Post’s story in which we provided some insight for college students around finances and financial planning: “It’s time to stuff your suitcases full of all your earthly belongings and go shopping for a hoodie bearing some fearsome mascot. You’re headed off to college, perhaps the first time you will be left to your own financial devices. It’s a […]