Higher Learning

During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university administrators determine how higher education will look in the future (classes on campus, remote learning or a mix […]


Saving money when planning a trip—the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying because you saved 20%-30% on its cost. That can happen. With a little planning, a trip can become notably cheaper. When you travel can make a difference. Book a trip during the off-season or […]


Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks. Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,1⁠1 more than 14 million Americans fell victim […]

Determining if It Makes Sense to Move or Remodel

The housing market is surprisingly strong right now. If your family needs more space, your options include remodeling your current home, building a new one, or buying one already on the market. Each alternative has its pros and cons. If you already own your home or have significantly paid down your mortgage, your first instinct […]

Beyond Retirement: Consider Your Other Goals

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are. Identify Future Objectives While it is never […]


There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care. Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help […]

Recognizing and Avoiding Online Scams

According to the Identity Theft Resource Center, the annual number of records exposed rose 126% in 2018, even while the annual number of data breaches fell by 23%. The business sector experienced 46% of the data breaches in 2018, followed by the medical and health care sector at 29%.1 This crime occurs when a thief […]


So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building equity in a long-term asset. While selecting the right neighborhood and house are critical for long-term enjoyment, there are a number of financial factors that you should consider. First, […]

June 2021

June 3, 2021 As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time highs. Although there are many positives, a lot of this […]

May 2021

As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and strongest between November and April). Stocks have done so well recently that preparing for […]