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Blog

18 Mar College Funding Options

You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 529 plans. Offered by states and some...

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09 Mar Building a College Fund

Do it smartly, without the all-too-common missteps. According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That was 16% more than in 2014.1 Statistics like these underline the importance of saving...

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04 Mar Should You File Jointly, Or Not?

For many married couples, filing jointly is a good idea, but there are exceptions. Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1 Years ago,...

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29 Feb The Chapters of Retirement

The five phases of life after 50 & the considerations that accompany them. The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Chapter 1 (the fifties). At this stage of life, retirement becomes less...

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