Posts about

College & Next Generation Planning

Giving Your Children Every Opportunity or Your Financial Independence

Last month, my colleagues Easton and Raylynn discussed funding children’s college education and...

Funding Children’s Education & Planning for You First

Planning for college can be a daunting task for anyone and “3.6 million parents have taken out...

College-Bound (Grand)Child? Don’t forget to have them complete this form!

Hint: It’s even more important than the FAFSA! A young woman goes to college. Two months later she...

Utilizing 529 Plans and Direct Payments to Educational Institutions for Estate Planning

Higher education not only offers a great way to better position your children and grandchildren for...

Pre-Tax Contributions or Roth Contributions to your Employer 401(k)? Which to Choose.

Congratulations! You just started your first job and even better news; your company offers a...

All Things Insurance In Your 20's

The term "Adulting" is commonly used to describe characteristics or behaviors that align with those...