Stress and Cash During Military Transition

Change brings stress, and leaving the military brings a truckload of it to your doorstep. Not only is the transition a major life event, it’s also a major financial event. Picture this: You just decided to quit your job. You haven’t ...

Navy Birthday: Celebrating 237 Years on the High Seas

It was 1775, in the dawning days of a nation, when early American leaders foresaw the importance of a fighting force at sea. On Oct. 13 of that year, George Washington commissioned a small fleet to intercept British supply ships off the coast of ...

Scary Finances: How to Keep the Nightmares at Bay

Come Halloween night, you may be haunted by visions of goblins and ghouls, but a financial fiasco could be the real nightmare. Even if you think you’re on solid financial footing, don’t let these scenarios pull you into the spooky ...

Your Credit Score: How to Help It and Avoid the Hurt

Getting the best interest rate on a credit card, home mortgage and a business loan comes down to one important number: Your credit score. Here are 5 tips for improving your score and avoiding the hurt caused by bad financial moves.

5 Back to School Shopping Tips

Have you ever started writing or preparing an argument with a clear vision of where you were going only to be sidetracked by something as surprising as cold hard facts that fly in the face of your preconceived notion? Welcome to my world. I was ...

College Dollars: The 529 Plan Basics

Financial aid, loans and part-time work may help, but there’s no substitute for savings — and when it comes to saving for college, a 529 plan is one option to consider. According to the College Board, a bachelor’s degree boosts your ...

Budget Planning with a Pie

I was chatting with a colleague the other day about a big challenge in our work as financial planners. Frankly, there’s not a lot of new stuff out there when it comes to giving guidance about helping people manage their money. It’s ...

Roth IRA: Don’t Let the Best 10 Years Pass You By

I had a conversation the other day with an acquaintance who happened to be a disenchanted lawyer; I’m sure you all know one of those. The lure of a big-firm paycheck had finally given way to her need to have a life, and she was in the process of ...