Retirement & College on sale!

Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!

I received this email from the College Board today. If you recently went through the college application and financial aid process with your student, it's not too late to find ways to reduce the financial impact of college for this kid or the next one(s).  While AP testing is a great way to earn college … Continue reading

Social Security: What’s your number?

One of the steps in the financial planning process for my clients is to create their account on the official Social Security website and learn what their estimated benefits are based on their reported work record.  I know they send out the annual statements, but sometimes we move, and the Social Security administration doesn't catch … Continue reading Social Security: What’s your number?