Best Ways to Save for College

Great Options to Save for Your Child’s College Education

For the 2015-2016 school year, college costs, including tuition, fees, and room and board, averaged approximately $20,000 per year for a public four-year university (in-state) and around $44,000 at private four-year schools, according to the College Board. In some cases, elite…

The 6 Best Big Cities

I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live.   The entire article can be found here, or in Money Magazine’s October 2016 print edition. I was thrilled to…

6 Missed Opportunities to Avoid With Your 401k

You ever have that feeling? Where you wonder if you’re making the right decisions with your 401k? Asking yourself questions like: Am I taking too much risk? Maybe I’m not taking enough? Should I be contributing to my Roth 401k? These decisions…

Financial Fitness

Do You Know Your Financial Fitness?

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear so many comparisons made between the daily decision making around…

Saving Too Much in a Roth IRA?

Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become hugely popular. This is because of the special tax treatment they…

You Have Two Months to Live…

What would go through your mind if you were suddenly told by your doctor that you had two months to live?  Would you be prepared?  What would you do?  How would you choose to live the remaining time that you…

Retirement: What’s your magic number?

A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads.  The number reflected how much they needed to save in order to retire.  The commercial was…

My FPA NexGen Gathering Experience

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…

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We break down some of the most important questions we are asked on a regular basis.

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