There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...
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....
By Lucas Bucl If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I encounter with clients is the 529 Plan. Started in the late 1980s and...
By Lucas Bucl It has become increasingly popular in the media to question whether a college education is still worth it. Recent studies offer an unequivocal answer – YES! While the cost of college has been increasing, the additional amount of income that college...
By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans. And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...
