Published Articles

There are a lot of expenses that, although they are common and, in some cases, annual, we don’t think to plan for them in our

I’ve owned a business for about 20 years, and time and again, I’ve learned that nothing is more critical to our success than happy and

The landscape of the financial planning industry is changing rapidly with the growth of technology, but can a computer algorithm or a mobile app replace

There are a million ways you can teach your children about money. I’d like to share the method I started with my own daughter that

When you are in your 20s, retirement is a lifetime away. So why do young adults already find themselves stressed about reaching financial independence? What

Inflation in the US has been mostly modest since 1982. We have not had to worry much about the price of goods and services changing

If you have a child, grandchild, niece, nephew, or neighbor that you want to support in his or her education, a 529 plan is a

A recent study compared the states based on 32 different rating factors and the results were not what I had espoused based on taxes and

As parents, it’s natural we want to help our children save for their futures and build financial literacy. Roth IRAs, when opened for minors, can

We’ve made it through the disaster of 2020. It’s a new year, which means it’s time to set our goals and resolutions for the months

If you’ve been saving for retirement and you hit that seventh figure, first of all, congratulations. That took a lot of hard work and patience

If you have a goal to be more financially savvy in 2021, are just curious about how you can make better money moves or want