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 ...

Money Tips: July

Follow these quick and simple money tips this month to save time and energy getting your financials in better order.

Identity Theft Protection Tips: Finding Fraud

Your credit report isn’t the only place you should look for signs of fraud. It’s a great place to start when it comes to protecting yourself from identity theft. But there are other reports that track-and-tell about your personal ...

A Successful Military Transition

The term “life event” often conjures up images of wedding dresses, binkies and diapers or even sailboats that will carry you through the golden years to exotic locales. But here’s another life event that may not be as obvious: ...

Tax Audit Triggers: Get Informed

  Scary but true: The IRS audited almost 1.6 million individual taxpayers in 2010. That’s an 11% increase over the year before and more than double the agency’s pace just eight years before. Read further to find out about some ...

Housing Market Update: to Rent or Buy?

You’ve seen the headlines: The housing market is beginning to stabilize. Home prices in some cities are down nearly two-thirds from the peak of the bubble. Mortgage rates are at historic lows. Could it be time to rent or buy?

Money Tips: March

Follow these quick and simple money tips this month to save time and energy getting your financials in better order.