College Planning

Saving for Your Grandchildren

What do you really want to help your grandchildren accomplish? Is it higher education, a windfall for their retirement, taking care of the family they will have some day? Or is it a gift of wisdom that you wish to impart?

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Surprising Reasons to Be Proactive Towards College Planning

When it comes to funding college education there is not a one size fits all formula. Planning early for college can be life changing. Not only are there possibilities to graduate with a thriving sense of purpose, but also better health and increased financial security. When paired with the college education, stepping stones are created for a successful future.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

Worried About College Savings?

Don’t
worry…you’re not the only one. Whether you’re planning for college in the very
near future or in the not so near future, you probably have concerns…and why
shouldn’t you?
Today I would like to address these concerns and
offer some alternative planning strategies that just might...

3 Ways to Escape a Student Debt Trend

Let’s paint a picture of the first day of your future retirement: What an exciting time! It’s a time where we can enjoy the spoils of our labor. It is a time we have budgeted for – for living expenses,maybe even a little vacation and outstanding student loans...