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Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.

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Dec 2, 2020

Dependent Care FSA Considerations for 2021

The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at the end of the year should be the primary goal!

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Aug 10, 2020

Construction Fever

Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!

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Jul 20, 2020

The Budget Bride: Weddings Under $10k

Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.

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Apr 20, 2020

COVID-19: Impact on Student Loans & 529 Plans

Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES Act affect student loan borrowers and those who used a 529 plan for college expenses?

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Feb 24, 2020

5 Things to Know Before You Open a Roth IRA

Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be easier than you think. But before you go and open a Roth IRA, there are some things that you will want to know.

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Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.

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Dec 16, 2019

Kate’s 2019 Holiday Gifting Ideas

Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.

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Aug 14, 2019

College Students: Build Your Credit!

As college students prepare to head back to college, it's also a good time to think about their credit. We have ideas for building your credit that will have you acing the finances portion of your college education.

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May 15, 2019

Estate Planning for Young Professionals

Estate planning is an important part of any financial plan – even for young adults with no children. Whether you’re on your own or married, it’s critical to communicate your wishes through incapacity documents and a last will and testament. We’ve detailed the documents you should think about as you create your estate plan.

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May 13, 2019

Think Your Student Loan Will Be Forgiven? Maybe Not!

For those choosing a career in the public service sector, the Public Service Loan Forgiveness program can be a great way to relieve student loan debt after ten years of monthly income-based payments. But it turns out there’s much more to it than simply working in the public sector and making those ten years of payments. If you or someone you know is graduating and wants to take advantage of this program, be sure you understand all the requirements that must be met.

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Apr 15, 2019

Is Student Debt Unmanageable?

College loans exceed 1.5 trillion dollars! Most of this debt is owed to the U.S. government student loan programs. Since this represents 6% of our national debt, non-repayment is a serious matter.

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