You've done a great job of saving for your child's college education with a 529 plan. You’ve made contributions and kept an eye on the account’s growth over the years, and now you’re ready to start withdrawing funds. You have questions! Here are the answer to the questions most frequently asked by parents as they prepare to withdraw funds from the pla
Modern advertising tells us, and the Joneses next door make us feel like we NEED a bigger home, nicer clothes, fancier vacations, luxury vehicles, and a fatter paycheck to pay for it all. In a society where bigger is better and more is more, can we find the benefit and contentment in simplifying? In particular, can the “less is more” theory apply to our home?
High Deductible Health Plans (HDHP) are becoming more common in the healthcare space these days. Because of this, we have been receiving a lot of questions from clients about how their Health Savings Accounts (HSA) fits into their financial plan. I wanted to go over some of the questions that have been coming up.
A common goal many of our clients have is travel. Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take their family on a big trip to continue fostering relationships. Whatever you dream of, it has been documented how rewarding experiences can be. You can tell how our clients love to travel by the map of accomplished travel
We all care deeply about our family and those close to us. We always want to do the best for them. Protecting one’s identity has become a very important topic recently, especially with the explosion of the internet over the past 25 years. I will be proactive and begin building my five-year-old’s credit when he turns fourteen. This is a common recommendation t
If you haven’t started already, it is time to plan for 2019 and for most people, you can’t just copy what you did in 2018. With the start of a new year come new contribution limits for retirement accounts. These changes are summarized in the table below, of course with a few caveats that are further explained.