Are Your Finances Holiday-Ready?

Are Your Finances Holiday-Ready?

The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives.  In November your focus is likely to be on turkeys, friends, family, and pie. …

Top 5 Reasons to Complete the FAFSA

Do you have a child going to college next year?  Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid so they don’t complete the FASFA.  That could be a…

The Process

“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I call the process” A quote from Nick Saban, the head…

Will I Be Better Off?

Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…

How to Keep Health Care Costs Down

Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona.  The weekend before I left my 3-year-old was sick with a stomach virus.  I was scheduled to leave on Tuesday and by Monday morning he was…

Should I Buy Long Term Care Insurance?

This is a topic we discuss with our clients regularly.  With an aging population comes increased options for retirement living, assisted living and nursing care options.  Along with increased options come increased costs as well which can be exorbitant in…

When and How to Pay Your Taxes

Tax efficiency is an important part of building wealth over the long term.  One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due.  A refund is actually the IRS paying…