Category Archives: Family Finances
529-to-Roth Rollovers
Understanding the ability to roll over unused funds for the beneficiary.
Scary Financial Statistics That Will Give You the Chills
Seven statistics to give you a fright!
Online vs Brick-and-Mortar Banks
Choose the right banking option for your household.
Student Loan Update: SAVE Plan & PSLF
Updates to the Savings on a Valuable Education Plan and Public Service Loan Forgiveness
Lessons Learned from My Trip to the AT&T Store
Things to consider before commiting to a new phone.
Marriage and Money
Being proactive in your shared vision of personal finances can lead to a happier & healthier marriage.
Simplify Your Financial Life
Three ways to save time, reduce financial stress, and achieve your long-term goals.
Are You Avoiding Trouble?
Writing checks can be riskier than you think.