Season of Change

Season of Change

During this back-to-school season, I can’t help but think how summer is coming to an end.  Before you know it, we’ll see leaves changing color.  Jackets and campfires will replace swimsuits and water balloon fights.  We’ll cheer on the sidelines as our kids play soccer, not baseball. 

Diving Deeper into 529 Plans

Diving Deeper into 529 Plans

College savings is a hot topic since many of my clients have at least one child living at home.  Last month, I wrote an article for Kiplinger on 529 plans as a college savings tool.  Today, let’s dive deeper into the two main types of 529 plans: Savings and Prepaid. 

4 Steps to Financial Independence

4 Steps to Financial Independence

On this 4th of July, amidst the fireworks and friends, are you yearning for another kind of independence?  Here are my tips to attaining financial independence.