Charitable Gifting
Strategies for the Season of Giving For many, the holidays are a time for giving back, whether by donating to a favorite charity or [...]
Year-End Financial Planning
10-Point Checklist From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another [...]
529 Plans & Financial Aid Impact
A Crash Course in 529 Plans and Their Impact on Financial Aid Are you worried about the rising cost of education? 529 plans [...]
Does Your Credit Need Repairing?
Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses [...]
Emergency Funds: Preparing for the Unexpected
Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially prepared for a leaky [...]
Mastering Financial Aid Eligibility
For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application [...]
To Keep or Not to Keep?
A Guide to Common Records-Retention Questions Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it [...]
Credit Card Dos and Don’ts
For young adults, credit cards are an excellent tool for building credit history, renting an apartment, or establishing financial independence, but they should be [...]
10 Reasons to Save for Retirement
We all know we should be saving for retirement. But, according to EBRI’s 2018 Retirement Confidence Survey, many Americans aren’t prepared. In fact, 79 [...]
A Starter Guide to Selling Your House
From the moment you decide to sell to the day you hand over the keys, selling a home is often unpredictable and time consuming. [...]