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Preparing Your Finances for a New Child
Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ... -
What You Need to Know About the $2 Trillion CARES Act
The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses that have been affected by ... -
Sweeping Changes to Retirement Savings Rules on Tap for 2020
Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years. The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ... -
College Planning Strategies for Parents and Students
Developing a plan to pay for college is not getting any easier and with the total costs of some colleges expected to exceed $70,000 a year for 2019-2020, choosing ... -
Money Apps That Can Help Transform Your Personal Finances
The days of balancing checkbooks, organizing receipt piles and using a printing calculator to help manage your finances may all be a thing of the past. Today, you can find ... -
Tax Reform 529 Plans
New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents. In fact, according ... -
Can you expect athletic or academic scholarships to be a part of your college funding ...
Determining how to pay for a college education can be one of the most financially challenging decisions a parent or child has to make. With over $1.3 trillion dollars in outstanding ... -
Overlooked Tax Breaks You Can't Afford To Miss
Each year, Americans continue to overlook tax breaks that may have put money back in their pocket. While many taxpayers would prefer to pay the IRS as little as possible, ... -
Overcoming the 3 Biggest Financial Regrets
Life is filled with an overwhelming number of financial choices. Like many decisions in life, there are certainly some financial matters we might have handled differently. In fact, financial regret ... -
Simplifying the gifting process
Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year. ...
