Say Goodbye To The EFC and Hello To Its Replacement, Student Aid Index

2022-02-01T22:23:33+00:00February 15, 2022|Blog, College Planning|

Applying for college is a daunting task, and figuring out how you will pay for it can be downright confusing. Your mind is likely spinning with questions like,  How much does it actually cost?  What do I currently have saved up?  How will my income impact financial aid?  Will my child be eligible for any scholarships or grants?  Will they need to take out federal loans? The government is changing how you calculate your child’s [...]

Should You Open A Roth IRA for Your Kids?

2022-02-01T22:11:58+00:00February 1, 2022|Blog, Family Financial Information, Investments|

While most commonly used as a tax-efficient way to save for retirement, Roth IRAs have some unique traits that make them appealing to investors with many financial goals. In particular, opening Roth IRAs for your minor children may help them get a jumpstart on their financial future. Wait, you can open a Roth IRA for your kids? That’s right!  Investing in a Roth IRA for your kids may open up some critical future opportunities—far more [...]

The Powerful Estate Planning Checklist No New Parent Should Be Without

2021-09-01T16:41:50+00:00August 15, 2021|Blog, Estate Planning, Family Financial Information|

As you're knee-deep in nursery colors, registries, and picking out the perfect name for your new baby, your estate plan is likely at the bottom of your to-do list.  Growing families have a unique set of needs and considerations when it comes to their wealth. As strange as it may seem, having a plan for when you’re gone should be near the top of the list.  How will your money be distributed if you were [...]

Market Commentary: Week Ending 02-24-12

2012-02-27T22:06:14+00:00February 27, 2012|Market Commentary|

Global markets put in a mild week.  The news of the week was gas prices.  If you have not filled up lately, you’re in for a shocker.   This week also saw the beginning of our fearless leaders already blaming those darn speculators for driving up the cost of black gold. higher upon hearing I am constantly reading commentary from other advisors throughout the world.  The following commentary is from a colleague/friend of mine who [...]

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