August 6th, 2020

The A, B, C, & D of Medicare

Breaking down the basics.  Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. This is such an important topic that we recently hosted a webinar for our clients to go over … Continue reading “The A, B, C, & D of Medicare”

August 6th, 2020

How to Use a Family Dynasty 529 Plan for Multigenerational College Planning

According to the Bureau of Labor Statistics, individuals with 4-year college degrees earn, on average, almost $25,000 more per year than those who never attended college, while those with professional degrees earn over $60,000 per year more than those who never attended college. Yet, given the steep price of a college education and the high … Continue reading “How to Use a Family Dynasty 529 Plan for Multigenerational College Planning”

August 22nd, 2019

College Admission Cheating Scandals

Don’t Let Them Deter You from Reaching Your Education Goals When the news broke back in March about the scandal in which some famous, wealthy and powerful families were gaming the college admissions process to get their kids into prestigious universities, I was both angry and sad. Like many people, I was angry because these … Continue reading “College Admission Cheating Scandals”

July 16th, 2019

What the SECURE Act Could Mean for Retirement Plans

If passed, it would change some long-established retirement account rules.  If you follow the news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual … Continue reading “What the SECURE Act Could Mean for Retirement Plans”

July 3rd, 2019

Getting a Head Start on College Savings

The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. On top of that, you can expect your little one’s college education to cost as much as $198,000. But before you throw your hands up … Continue reading “Getting a Head Start on College Savings”