One of the most perplexing issues confronting parents is how to save for their children’s education and their other financial goals including retirement. Both retirement and college expenses require huge amounts of future capital. For young parents, especially those in their early thirties and with...
It’s that time of year for high school and college graduates - a new phase awaits. It’s called a job. Transition to the workplace is one of the most difficult tasks many high school and college graduates face this time of year.
A wonderful set of parents recently sent their son to me for financial advice. He was a new college graduate and was about to start his first “real” job. Prior to this session,...
A wonderful set of parents recently sent their son to me for financial advice. He was a new college graduate and was about to start his first “real” job. Prior to this session, I drew up an outline of what I wanted to share with...
What can a godparent, aunt/uncle, close family friend do to give a special child in their life a leg up? Idea #1: Help them invest for various financial goals (non-education, non-retirement) Consider setting money aside for them in a brokerage account. Lots of flexibility. You...
With every year, there is a new opportunity to make smart financial decisions. Why not make this new year exceptional by resolving to take steps to master just a few of the more common financial planning mistakes people make? Resolve to develop good financial habits...
What is the Money Date? A weekly time to check in. 3 things we review and update: 1. Spending 2. Earning 3. Savings Review of all 529 plan options Top plans Your state vs other plans? Fees vs Performance Best Low Fees: Utah (My529) –...