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Are You Making the Right Assumptions About Your Money?

Kelvin and Kesha are working with an architect to design their own home, and to do so, they must make certain assumptions. They plan to have children, so their floorplan includes two extra bedrooms. A two-car garage is also a

The Power of Financial Planning, Part Two

What Sets a True Financial Planner Apart from the Crowd The spectrum of professionals who offer financial planning services is a broad one — so broad, in fact, that it can be difficult to define exactly what a “financial planner”

What the New Tax Law Means for Your Wallet, Your Financial Future

It’s not a question of whether the most far-reaching federal tax overhaul in decades will impact you, but how much it will impact you, according to personal finance experts. If you earn an income, if you have money invested in

Kids, Parents and Paying for College: 7 Steps to Striking the Right Balance

If you’re a student who wants to go to college, or you’re the parent of a student with college aspirations, the dollar figures can be daunting. As of 2017, according to the College Board, the average all-in price (including tuition

A Baker’s Dozen for the Bottom Line: 13 Financial Hacks to Save Time, Money and Hassle

People are constantly looking for “hacks”: ways to improve their lives, to do more with less, to find new ways to gain and maintain an edge. It’s called progress, and it’s something human beings seemingly are wired to want and

Financial Planner or CERTIFIED FINANCIAL PLANNER™? One Word Can Make a World of Difference

Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want

Career Day – Gallery

Working Through Tough Financial Issues with Aging Parents

For many families, it’s the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about subjects like where the parents envision living as they grow older and more dependent on others, the role

Pick the Right Retirement Date for You

You’ve spent decades in the working world, and now the question must be asked: When is the right time for you to retire? As important and potentially life-altering as choosing a date for retirement can be, it’s a decision that

Use Them or Lose Them: 12 Tax and Financial Planning Moves to Make by Year’s End

A tumultuous year that will be remembered mostly for climatic upheaval, political polarity and dubious celebrity behavior in Hollywood and elsewhere still has something positive to offer people, provided they mobilize to take advantage of before year’s end. A wide


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