National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…
We’d like to extend a warm thank you to all those who attended our special event this Wednesday! Our team enjoyed insightful conversations, delicious hors d’oeuvres and sweet treats, and a fabulous presentation from DFA’s “Secretary of Explaining Stuff” who lived up to his title….
Three Questions to Ask Yourself When Saving for a Large Purchase Saving for your next large purchase gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs to consider. Unless you’re expecting to…
Financial Decisions During a Divorce Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest…
Short Take: Is the Stock Market Expensive? Ever since the Dow crossed the 20,000 mark, we’ve been hearing from various quarters that the party is, most assuredly, over. As we noted at the time (Market Note: Dow 20,000), that milestone is just a number. That…
Cash Flow Trackers: How to Make Them Work for You How much did you spend at the grocery store last week? What about at restaurants last month? Or on clothes this year? You probably have only a very general idea of the answers to these…
Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize or anyone in between….
The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news. But some years carry bigger surprises than others and 2016 surely falls into that category. From economics to markets to politics, 2016 provided one plot…