ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

Wealth Transfer

4 Things Grandparents Should Know About Paying for College

My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. My experience also tells me that to help fund these education goals, most grandparents gravitate to the popular 529 plan*, a savings vehicle where… Continue reading 4 Things Grandparents Should Know About Paying for College