College Funding

College Funding, Financial Planning, Generation X, Investing

Financing the College Dream

After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Retirement Planning, 401k, College Funding, Financial Planning, Generation X, Investing, Taxes

Get the Checklist: Organizing Your Finances for the New Year

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial...
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Generation X, 401k, College Funding, Financial Planning, Investing, Retirement Planning

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to...
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College Funding, Financial Planning

Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

Much to the dismay of students across the US, for many of them the start of the school year is less than 30...
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College Funding, Financial Planning, Generation X

Parents of College Bound Kids: Finally Some Good News!

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients...
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