Student loan debt recently surpassed the $1.5 trillion dollars in a measure1 released by the St. Louis Federal Reserve on August 8, 2018. This amounts to a 144% increase in student loan debt over the past decade. Pundits debate whether this is a crisis, and several...
By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
By Pat Amey Every year, I am invited to 3 or 4 weddings and I love attending them. I’ve noticed a few trends lately and thought I would put together some financial concepts for engaged couples to consider as they tie the knot. Wedding Statistics An annual survey by...
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....
Old age should come with a caution label for many reasons. Most of us expect to live longer than our parents or grandparents. And with longer life come difficulties – and unfortunately, sometimes financial predators. Making sure that your income can keep pace with...