Posts about

College & Next Generation Planning

Maximizing Retirement Savings with Student Loan Matching

Younger adults with student loan debt often must sacrifice retirement savings in favor of debt...

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...