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“Scary” Investment Moves to Avoid

A presidential election is almost upon us. But if you have young children or grandchildren, you know what’s really important this week is Butterfingers, not ballots, and Pop Rocks, not the popular vote.
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529 Plan Can Help

Now that another school year is drawing to a close, your young children are a step closer to the day when they’ll be heading off to college. Of course, as you’re probably aware, higher education doesn’t come cheap — and the costs seem to continuously climb. You can help your…
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Think long-term this Mother’s Day

If you’re a mother, you’ll probably get some nice cards and flowers on Mother’s Day. But of course, your greatest gifts are your children themselves. And since you want to see them happy and financially secure, perhaps you can use this Mother’s Day as an opportunity to consider ways to…
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Here’s how to insure a great Valentine’s Day

Valentine’s Day is almost upon us. To celebrate, you may want to present your loved ones with chocolates, flowers or any number of other traditional gifts. But if your valentine also happens to be your spouse or your life partner, you also might want to show your love in another…
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Talk to your children (and parents) about shared financial future

It’s Thanksgiving week. And if you’re fortunate, you can look around your Thanksgiving table and see several generations of your family. Of course, as you know, many types of cohesiveness are involved in knitting a family together. But one connection that frequently gets ignored, at least in terms of family…
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