College Savings & 529 Plans
Using a Roth IRA for College: A Planner’s Guide to the Hidden Traps
As a retired financial planner and a father of two college-aged sons, I’ve spent countless hours at the kitchen table with families mapping out their college savings strategies. Inevitably,...
IRAs
Roth IRA vs 401k: Key Differences & Finding Your Perfect Fit
Retirement accounts: a world of choices, confusion, and financial uncertainty. We've all been there, overwhelmed by the maze of options, unsure which path to take. But fear not, because...
Risk Management & Insurance
A Guide to Different Types of Insurance Policies & Insurance Coverage You Need
Most people carry the wrong insurance. They overinsure things that don't matter (extended warranties, travel insurance for a $400 trip) and underinsure catastrophic risks (disability, liability). I spent 20...
Debt Management & Credit
Looking For a Mortgage Loan? Learn to Understand & Choose The Right MortgagesÂ
Getting a mortgage is the biggest financial decision most people make. I spent 20 years as a financial planner walking hundreds of clients through this process. The difference between...
Long Term Care and Disability Insurance
Do You Need Long-Term Care Insurance? Long Term Care Insurance Explained
Have you ever pondered the possibility that you'll need long-term care services as you embrace your golden years? It's a reality that many individuals aged 65 and above face....
Debt Management & Credit
Unlock Savings: How to Refinance Your Auto Loan
Are you feeling burdened by your car loan payments? Did you know that refinancing your auto loan could be the solution you've been searching for? With auto loan refinancing,...