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Travelin' Time!

It's June, and for many folks, that feels like the official start of summer. I don't know about you, but this is my favorite time of year. Lake trips, beach getaways, hiking, pool parties - whatever your favorite summertime escape, it's important to fit it into your overall…

3 Common Questions From New Parents

1. How should I go about saving for college? Is a 529 plan my only option? While we generally do recommend 529 college savings plans for their investment options and opportunities for tax-free growth, they are not your only option. We hear many parents asking what happens…

5 Christmas Spending Traps to Avoid

December is officially upon us and the Thanksgiving turkey leftovers are almost gone. That means the holiday shopping season is now in high gear, with marketers and advertisers bombarding us from every direction with deals, coupons, hot items and zero percent interest…

3 Ways Growing Families Can End the Year Financially Strong

Does anyone else remember that TV show called Rugrats that aired a couple decades ago? I caught a few episodes on Netflix recently and it struck me how many of the jokes I missed as a kid! But it got me thinking about the parents we see here in the office who may not be…

Your Family is Growing. Who's Holding You Accountable to Your Financial Goals?

For the last two weeks, we've been discussing why you need a financial planner at the various stages of life that we all go through. Read more about financial planning for young professionals here, and about hiring a financial planner for newlyweds here. Today, I want to…

We Know This is Obvious - Read it Anyway

Yes, today we're talking about life insurance needs for new parents, and yes, we know this seems pretty obvious. That's because it is - if you are a parent, you need to be insured. However, despite the fact that most parents are aware of the fact that they need life…