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Category Archives: Financial Planning

Saving for College: what are my options?

The first and most important step is deciding to save.

Helping Your Child Build Credit

helping your child learn about and establish credit is an important life skill

Investopedia: When Should Retirees Downsize?

That’s an inevitable question, because time stands still for nobody

HSAs and FSAs

Staying Healthy, Wealthy, and Wise About Your Health Care Coverage

Identity Protection

Tips for protecting your identity, credit and social security number

Investopedia: What’s the Minimum I Need to Retire?

Can you retire with $1 million dollars?

Paying Off Student Loans

There are many choices for repaying student loans. This checklist can help you weigh them.

Fiduciary 101

Who, what and how to find a fiduciary?

Mortgage Interest Deduction for Unmarried Couples

A recent decision by the IRS further increases the ‘marriage penalty’ but benefits unmarried couples.

Donating Life Insurance

possibilities for using life insurance policies for charitable giving