It’s surprising how little families talk about financial matters. While no one would claim that money is more important than family, financial issues are a top cause of stress and dissent that can strain family bonds. On the positive side, a shared perspective on money matters – along with transparency – allows families to use…
It’s called the “sandwich generation” – mid-career people who are caring for kids still in the house and taking on more care for their aging parents as well. The challenges people in this situation experience are significant and can’t really be avoided – but with planning and deliberate action, you can help make them easier…
You don’t need a Ph.D. to know the costs of education have risen dramatically in recent decades. Many parents worry about how they will pay for their kids’ schooling from they day they are born. The 529 investment plan was designed specifically to help parents plan for school costs and reward saving with benefits that…
Do-it-yourself is a great approach for some things, yet most people aren’t equipped to be their own doctor, lawyer or mechanic. And when it comes to planning out your financial life today and in the future, you can gain a lot from an experienced guide. Whether wealthy or of modest means, an entrepreneur or part…