Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind … Read More
Family & Finance Resources
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
Financial Topics To Discuss With Aging Parents
A recent study by Transamerica Center suggested that 54% of American retirees admit to not having enough money saved for retirement. Meanwhile, 73% of younger Americans revealed that they had not had a detailed talk about finances with their aging parents. This absence of communication between … Read More
How to Save Money and Invest For Traveling
An affordable vacation can be difficult enough to plan - there’s getting time off from work and school, figuring out the best way to get there, and of course how to fit it all into your budget. Maybe you’re looking to book the same beach house at the Jersey shore your family has been going to for … 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