Category archives: Education Planning

How One Man Saved $110,000 Using This Fringe Benefit

Education Planning, Retirement, Taxes

How One Man Saved $110,000 Using This Fringe Benefit

by on May 29, 2015

We tend to forget the value of fringe benefits. What our grandparents called "luxury" we now count as expected. Take your mobile phone and data expense. Many employers provide a subsidy or expense allowance for the privilege of reaching you any and all of the time. Well, on second thought,...
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How One Man Saved $110,000 Using This Fringe Benefit

by on May 29, 2015

We tend to forget the value of fringe benefits. What our grandparents called "luxury" we now count as expected. Take your mobile phone and data expense. Many employers provide a subsidy or expense allowance for the privilege of reaching you any and all of the time. Well, on second thought,...
Continue Reading »


How One Man Saved $110,000 Using This Fringe Benefit
Why Your Financial Advisor Should Care About More Than Just Your 401(k)

401(k), Budgeting, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement

Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
Continue Reading »

Why Your Financial Advisor Should Care About More Than Just Your 401(k)

by on April 9, 2015

Money! Mansions! Maseratis! If this is your perception of financial advisors, a sort of Wolf of Wall Street caricature, you are not alone. According to a study completed by Charles Schwab in 2014 titled "Generation Now Study," those were some of the words and pictures used to describe financial advisors....
Continue Reading »


Why Your Financial Advisor Should Care About More Than Just Your 401(k)
How your special needs child might benefit from a 529 ABLE account

Comprehensive Financial Planning, Education Planning, Special Needs Planning

How your special needs child might benefit from a 529 ABLE account

by on Feb. 25, 2015

If you are a parent of a special-needs child, no doubt you have heard about the new 529 ABLE account. But like many of us who serve clients with or have special-needs family members, you might be scratching your head trying to fit this new account into your financial planning...
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How your special needs child might benefit from a 529 ABLE account

by on Feb. 25, 2015

If you are a parent of a special-needs child, no doubt you have heard about the new 529 ABLE account. But like many of us who serve clients with or have special-needs family members, you might be scratching your head trying to fit this new account into your financial planning...
Continue Reading »


How your special needs child might benefit from a 529 ABLE account
What is the FAFSA application?

Education Planning

What is the FAFSA application?

by on Sept. 22, 2014

If you have children or grandchildren who are approaching college age, you have probably heard by now the term "FAFSA." FAFSA stands for Free Application for Federal Student Aid. It is one of two potential applications that both a student and their parents may fill out if the child is...
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What is the FAFSA application?

by on Sept. 22, 2014

If you have children or grandchildren who are approaching college age, you have probably heard by now the term "FAFSA." FAFSA stands for Free Application for Federal Student Aid. It is one of two potential applications that both a student and their parents may fill out if the child is...
Continue Reading »


What is the FAFSA application?
Considering a 529 plan for college savings?

Education Planning

Considering a 529 plan for college savings?

by on Aug. 11, 2014

There are several important items that families need to be aware of when considering a 529 savings plan for college expenses. First you need to know that each state has its own individual plan. You can invest in another state's plan; however, you could be missing out on some state...
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Considering a 529 plan for college savings?

by on Aug. 11, 2014

There are several important items that families need to be aware of when considering a 529 savings plan for college expenses. First you need to know that each state has its own individual plan. You can invest in another state's plan; however, you could be missing out on some state...
Continue Reading »


Considering a 529 plan for college savings?

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