Category Archives: Financial Planning
How (and Why) to Freeze Your Credit
Understanding and protecting yourself from identity theft.
Student Loan Update: Legal Challenge to SAVE Plan
Are you paying back student loans under the SAVE plan? This is for you.
ABC’s of Financial Planning: Levers of Retirement
Retirement math can be hard - these fundamental concepts help make it easier.
The Benefits of a Financial Calendar
Six reasons to make this an essential part of your financial planning system.
Goal Setting and the NCAA Basketball Tournament
Where March Madness and financial planning collide.
The ABCs of Financial Planning: 529 Plans
Learn the ins and outs of qualified tuition plans.
The Current Hot Asset Classes
Understanding the current top performing asset classes and how it factors into longterm performance.
Fall Financial Clean-up
Three easy steps to start evaluating your finances for the year ahead.