529 plans: tax-friendly education expense planning In recent years, College Savings Plans -— also known as “529 qualified tuition programs” -— have become a very popular […]
Lesson #29: Choosing “Wanting” Over “Owing” Part 2 In our last lesson on Kids & Money, we took a bit of a different perspective — discussing the concept […]
Lesson #28: Choosing “wanting” over “owing” The old clichés hold true time and time again: there’s nothing out there that’s truly free, and “you can’t always […]
Weekly planning for life’s little disasters Last week my Monday morning did NOT start off right. There I was, happily driving to work with my favorite […]
Lesson 27: A “fast forward” example to show budgeting benefits In last month’s blog, we covered one of the most important financial life lessons your child can learn: how […]
Wedding Season In this episode, we start a three-part series called “Death Do Us Part – Unless You Get A Divorce First” where we...
A new parent’s tips for planning ahead Last month, my wife and I experienced the greatest miracle. We welcomed our new baby girl to our family! We […]
Parent Trap In this episode, we discuss the burden of student loans and how to avoid getting caught up in the “Parent Trap.”
Lesson #26: Teach your Kids to Keep a Budget Today, we’re going to continue last week’s exercise of starting (and keeping!) a budget. Keeping a budget is THE most […]