Navigating the Financial Side of Divorce
Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial life, you’re suddenly faced with untangling everything, [...]
How to Start a College Fund Early
Every parent wants to give their child the best possible future, and for many families, that includes higher education. But with tuition costs continuing [...]
Digital Asset Planning
Digital Legacy Planning: Protecting Your Online Assets Over the years, you’ve carefully managed your finances online—whether it’s checking your bank accounts, making investments, [...]
Kids & Roth IRAs
There are no age requirement to make a Roth IRA contributions. A minor must have earned income and a custodian on the account.
Financial Planning in
All Stages of Marriage
Joint or Separate? Navigating Bank Accounts in Marriage You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked [...]
Bounce Back Financially After Lay Off
How to Bounce Back Financially After Being Laid Off “Expect the unexpected” sounds like a good mantra, but even if you follow that [...]
SECURE 2.0’s 529-to-Roth Rollover
Navigating SECURE 2.0’s New 529-to-Roth Rollover Opportunity SECURE 2.0 was signed into law as part of the Consolidated Appropriations Act, 2023. Section 126 [...]
Prioritizing Financial Goals
How to Prioritize Financial Goals as Your Life Becomes More Complex Some people are savers, some are spenders, some live carefully within [...]
Buying Parents Home Considerations
8 Things to Consider Before Buying Your Aging Parent’s Home The “great wealth transfer” is set to take place over the next two decades, [...]
FAFSA: Getting Down to the Basics
For Many Families, Financial Aid Programs Help Make Higher Education Attainable The first step in applying for aid is to complete the Free [...]