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?

Beware, the Ides of March!

If you are like me, you remember this line from reading Shakespeare's Julius Caesar in high school.  Fortunately for me, my friends are not the murderous type like Brutus.  And you will be happy to know, I don't have warnings in mind today, just friendly reminders! Tax Day is one month away:  Did you know … Continue reading Beware, the Ides of March!

Retirement Savings Accounts

I spend quite a lot of time on this blog talking about saving for retirement.  However, until today, I haven't spent any time clarifying WHERE to put that savings.  What exactly is a retirement account? Where does one find these accounts to use for that retirement savings?  How do I choose if I have more … Continue reading Retirement Savings Accounts