One-minute videos: my new obsession!

I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®.  I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!

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