What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for...
The 5 Basics of Financial Literacy
The 5 Basics of Financial Literacy Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to...
Trade Wars and Market Uncertainty
Trade Wars and Market Uncertanity Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico, and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are...
The Financial Challenges of Women
The Financial Challenges of Women As financial planners, our mission is to guide individuals and families through life’s transitions. While the foundational principles of setting goals, saving diligently, and maintaining a long-term perspective are...
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