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How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine

Monthly Newsletters

How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine

Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.

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The Tough Get Strategic – Financial Strategies for a Market Downturn

Monthly Newsletters

The Tough Get Strategic – Financial Strategies for a Market Downturn

When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.

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What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Monthly Newsletters

What Changes (and What Doesn’t) with the FICO 10 Credit Score Update

Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

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Financial Caregiving for Those With Alzheimer’s and Dementia

Monthly Newsletters

Financial Caregiving for Those With Alzheimer’s and Dementia

On an otherwise normal Thursday afternoon, a reporter had lunch with a resident from a memory care facility. Apparently, he asked for details on some kind of story and the confused patient was happy to comply and enjoyed the meal out. Then the police showed up.

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Why We Don’t Keep Our Financial New Year’s Resolutions

Monthly Newsletters

Why We Don’t Keep Our Financial New Year’s Resolutions

So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.

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How to Give More than Stuff for the Holidays

Monthly Newsletters

How to Give More than Stuff for the Holidays

Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?

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How to Maximize Your Giving with a Donor-Advised Fund

Monthly Newsletters

How to Maximize Your Giving with a Donor-Advised Fund

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

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Putting Your Health Savings Account to Work

Monthly Newsletters

Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

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Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

Monthly Newsletters

Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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3 Money-Smart Strategies for 529 College Savings Plans

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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