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One of the best things about being a young adult is that you are starting fresh with countless opportunities and choices ahead of you. The downside can be that mistakes made early in life can have long lasting and sometimes expensive repercussions in terms of debt and credit. Establishing a

This is our next blog in a series about setting up the next generation for success. In this piece, we outline the benefits of a 529 Plan A 529 plan is a tax-advantaged plan created to save money for college tuition, housing, books and other education-related expenses at most universities.

Raising financially responsible children starts with having age-appropriate and open dialogues concerning money and family values at a young age. In addition to talking freely within the family, encouraging and demonstrating good money habits is critical. Children pattern their attitudes toward spending and saving after the grown-ups in their lives.

Having a new addition to the family is life-changing, exciting and overwhelming. It is also another essential time to take a hard look at your financial goals and planning needs. Here are some of the things we recommend new parents should do to help prepare for this amazing added responsibility.

Uniting in marriage also means the joining of financial futures. Suddenly, decision-making is done by a team of two. Often, spouses are not of the same mindset when it comes to how to spend, save and plan for their future. For instance, it isn’t unusual for one spouse to be

When the question of owning a home versus renting arises for our adult children and grandchildren, we can pass along our knowledge as homeowners to help them figure out how ready or not they are. Discussion points to consider are: Determine if the young adult is ready for the added

When your child or grandchild gets their first “real” job and begins to start their career, it’s an exciting time. For them, the world is at their fingertips and they are thrilled to launch into adulthood. As a parent, your instinct is to protect them. You want them well-prepared to

The Importance of Giving Charitable organizations are how so many of us can come together to affect change. When we do, it tends to make the world feel a bit smaller and tightens the bonds among us. Similarly, when families engage in giving together, it can have a lasting impact

A Starting Point for Planning Your Legacy Accumulating wealth is a well-deserved reward for many years of hard work. Being able to share it in a way that builds new wealth and also leads to a sense of meaning and purpose for the generations that follow, however, is a real