Facebook

Money iconFamily & Estate Planning

How to “Spend” Your Tax Refund

How to “Spend” Your Tax Refund

Spring is a dangerous time of year for your financial security. I know so...

Read Now
The Most Important Tax Tip: File ASAP!

The Most Important Tax Tip: File ASAP!

I know you probably can compile a very long list of things you’d rather...

Read Now
Take Care of Your Family’s Financial Fears

Take Care of Your Family’s Financial Fears

When it comes to ranking financial fears, worrying about how your family...

Read Now
Money Gifts to Kids: 3 Rules Every Parent Must Follow

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...

Read Now
Open Enrollment Season: 4 MUST-DO's

Open Enrollment Season: 4 MUST-DO's

Please don’t keep your health insurance on autopilot. I know it’s...

Read Now
Health Insurance: 3 Reasons You Should Pick the HSA Option

Health Insurance: 3 Reasons You Should Pick the HSA Option

About half of large employers now offer a high-deductible health insurance...

Read Now
3 Rules for Doling Out Allowances

3 Rules for Doling Out Allowances

Parents, we have a problem. So many of you make a mess out of allowances....

Read Now
What Every New College Grad Needs To Know About Repaying Student Loans

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...

Read Now
How Grandparents Can Make the Most of a Grandchild’s Summer Job

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...

Read Now
Emergency Fund 101 - How Much Should You Have Saved?

Emergency Fund 101 - How Much Should You Have Saved?

It makes me so sad to read reports that many households don’t have even...

Read Now