The 401(k) retirement savings plan is one of the best ways to save for retirement. The result of a provision in the Revenue Act of 1978, the 401(k) has become so popular that it is now the main source of retirement savings for many Americans. At first the provision allowed employees to save in a … Read More
Educational Planning Resources
Weigh the Value of Upgrades to Your Home
The number of people searching for home improvement projects on social media has more than doubled since the COVID-19 outbreak. After all, there's only so much Netflix and sourdough bread we can bake before the urge for real productivity takes hold. That doesn't mean you should go into your … Read More
College Savings: From Getting Started to Enrollment
Many parents (and grandparents!) start saving for college as soon as they find out that they are starting a family. Others get a late start for a multitude of reasons. This article is intended to provide a guide regardless of where you may be in your young student’s financial journey. From birth … Read More
FAFSA 2020-21 Application – What You Need To Know
Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s mind-boggling how so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year.The cost of college can be stifling to most families, so you certainly … Read More
Key Financial Milestones for Teens and Young Adults
As summer gives way to fall, many of you are busy sending your children off to their first day of college or high school. After years of homework and extracurricular activity, you may look back with pride on the time and energy that your family has invested in their growth and learning. At the same … Read More