Family & Estate Planning
Take Care of Your Family’s Financial Fears
When it comes to ranking financial fears, worrying about how your family...
Money Gifts to Kids: 3 Rules Every Parent Must Follow
As we are heading into the holiday season, I know plenty of kids will be...
Open Enrollment Season: 4 MUST-DO's
Please don’t keep your health insurance on autopilot. I know it’s...
Health Insurance: 3 Reasons You Should Pick the HSA Option
About half of large employers now offer a high-deductible health insurance...
3 Rules for Doling Out Allowances
Parents, we have a problem. So many of you make a mess out of allowances....
Student Loan Alert: Beware the Cost of Capitalization on Unsubsidized Staffords
Attention all college freshman, and returning students! If you have taken...
The Massive Mistake 4 in 10 Parents With Young Children Make …and how to fix it in four easy steps
A new survey makes me sad, mad and very nervous. According to Bankrate.com...
What Every New College Grad Needs To Know About Repaying Student Loans
Falling behind on your student loans is one of the worst financial mistakes...
How Grandparents Can Make the Most of a Grandchild’s Summer Job
So often grandparents come up to me and ask how they can best help their...
Emergency Fund 101 - How Much Should You Have Saved?
It makes me so sad to read reports that many households don’t have even...
The Biggest Retirement Planning Mistake
A recent report that studied the 401(k) savings habits of millions of...
Why You Should Seriously Consider a Roth 401(k)
You know I love, love, love Roth IRAs. One of the prime reasons being that...
