Blog

Alabama’s 529 Plan recently received a “Silver” rating by Morningstar.  The Silver rating makes the plan rate in the Top 8 in the country!  That is a great rating, but you might be wondering why you shouldn’t just choose the Top “Gold” ranked plan?  If there is a better plan, would I not want my money in that one for my child?  If you live

Pop Quiz:  When you pass away who owns your Facebook account?

According to a new report, The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice, many parents see their children’s adult years as the most expensive stage of parenting.  This may sound shocking when you think about the childhood years of babysitters, braces, dance lessons and sports that contribute to the average cost of raising a child to age 18 at more than $230

One of the first questions we ask a new client is, "How much do you spend on a monthly and annual basis?"  Half the people we ask have no idea, and the other half are usually wrong!  Once we determine their actual spending, we discover that their "guesses" were usually low. 

At the end of September Congress amended the Fair Credit Reporting Act to require reporting agencies to freeze reports for no charge.  This was a result of the data breach at Equifax that exposes around 148 million Americans’ personal information.  When you place a freeze on your reports, it restricts lenders from accessing your information.  But just because it is free doe

Have you ever dreamed of being the next Chip and Joanna Gaines? I know I have. I love the idea of taking a dilapidated house in need of some love and transforming it into a beautiful, lively home. When that entire process is reduced to an hour to fit a television schedule, and the ending is always a good one, it really doesn't seem so hard, right?

It’s almost Halloween, so we wanted to talk about something that can sometimes be a little spooky… Medicare.  Are you frightened yet?  Hopefully not, but we know from our experience when our clients have to enroll in Medicare for the first time it can be an intimidating thing.  Think about it, you have been on your employer’s insurance for years then one day yo

What type of person are you?

The upcoming general election is November 6^th.  People who identify passionately on either side of the political aisle consider this election to have tremendous impact.  There are stories gaining traction of varied injustices occurring across the country.  Politics can elicit strong emotional responses to differing opinions.  News stories can describe registration

Medicare open enrollment is here – October 15^th to December 7^th  – and from our experience and client feedback, it can be pretty intimidating.  With the amount of sales advertisements that show up, the biggest question is where to begin.