Investment Planning
Vanguard Automatic Investing: Let Your Money Work for You!
Are you an investor looking for a reliable way to manage your assets? Look no further than Vanguard Automatic Investing! This powerful and effective platform has been the go-to choice of investors around the world. With its low cost, easy access, and comprehensive portfolio options, it's never been easier...
The Top 12 Best Investing Books for Beginners in 2024
Are You Ready to Take Charge of Your Financial Future? If you've ever felt intimidated by the maze of stocks, bonds, and mutual funds, you're in the right place. As a financial advisor with more than two decades of experience, I've combed through countless books to find the ones...
Unused 529 Funds: Your 529 Plan to Roth IRA Rollover Guide (2025-2026)
My oldest son just graduated from college. My youngest is a sophomore. For almost 30 years, like many of you, I've diligently put money into my kids 529 plans. As a financial planne I helped hundreds of clients do the same, from the day their child was born to...
Your Vanguard Account Number: How to Find It in Under 60 Seconds
You’re there, screen glowing, ready to finally roll over that old 401(k). You fill out the form, feeling accomplished, and then it hits you: a blank field demanding your "Vanguard Account Number." Suddenly, your momentum grinds to a halt. You start clicking around the website, your pulse quickens, and...
Paying For College: 19 Ways to Pay For College and Higher Education
Are you feeling overwhelmed by the rising costs of college education? Worried about how to pay for tuition and expenses when you go to college? Don't worry, you're not alone! Many students and parents face the challenge of financing higher education.
But fear not! In this article, we'll explore different...
Fix FAFSA Errors Fast: The Complete Troubleshooting Guide for 2025
As a financial planner for almost 3 decades, I’ve seen more families stressed out by the FAFSA website than by the stock market. You’ve spent hours gathering tax documents and personal information, only to be stopped by a vague, infuriating message: "FAFSA On The Web Has Encountered An Error."
Take a...
What is FAFSA? The Complete 2026 Guide to the Free Application for Federal Student Aid
As a financial planner for nearly 30 years, I’ve seen more families stressed out by the FAFSA website than by the stock market. You’ve spent hours gathering tax documents and personal information. Only to be stopped by a confusing financial aid form that feels more like a roadblock to...
Missed the FAFSA Deadline? You’re Not Screwed, But You Need This 3-Step Emergency Plan NOW
That sinking feeling in your stomach is real. You just realized you missed a FAFSA® deadline, and your mind is probably jumping to the worst-case scenario: no college, huge loans, and a very disappointed family.
"I Missed The FAFSA Deadline Am I Screwed?"
Before you spiral, take a deep breath. You...
NerdWallet Review: Is It a Trustworthy Tool or a Sales Trap?
So, NerdWallet is knocking on your digital door. It promises a world of financial clarity, a sea of "Best Of" lists, and a free haven now that Mint has closed up shop. But before you hand over the keys to your financial kingdom, a single, critical question is holding...
Is the Stock Market Open Today? 2025-2026 Holiday Schedule & Trading Hours
Let's cut right to the chase. You probably want to know if you can trade stocks right now, and you don’t have time for a wild goose chase across the internet. I get it.
For over 25 years, as a financial planner, I've seen investors lose more sleep over...