Financial Planning Blog

A Parent’s Guide to Paying for College Tuition
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Parents, it's college application season. Do you know all your options for covering tuition? The college admissions process is a stressful time for both students and parents alike. Seniors are laser-focused on SATs, essays, and applications, while parents are left...
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Tidying Up Your Finances with Taylor Hoffman (and Marie Kondo)
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Parents, we’ve got some great news: tidiness is cool. Grab your popcorn because this year’s viral sensation is a Netflix series entitled Tidying Up with Marie Kondo, which, as the name suggests, is a show about how to organize your...
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Federal Reserve Bank
Real-Time Money Transfers
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Coming to a bank near you in… 2023? It appears the U.S. banking system has finally decided to enter the 21st century. On Monday, the Federal Reserve announced its plan to develop a real-time, 24/7/365 money movement system that will...
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Did You Know? Naming a Beneficiary on Real Estate Holdings
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We love to hear your input! The idea for this blog came directly from a recent conversation with a client. If there are any topics you’d like to learn more about please let us know! Earlier this year we wrote...
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Ace Your Investments
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Four lessons from the pros to impact your portfolio. If you sampled the average conversation on golf courses around the country, you're likely to hear bold predictions on the break of the green and the break of the market. At...
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Why Should You Enroll in a 529 Plan?
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It's 529 Day! Have you ever heard of 529 Day? Many have not. As higher education expenses continue to skyrocket, May 29 has become an official day to raise national awareness for a popular college savings option called a 529...
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What You Should Know about Commission vs. Fee Advisors
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Fee-based advisors vs. commission-based advisors: what’s the difference? As the financial industry has evolved, so too has the manner in which consumers pay for financial advice. The difference between "fee" and "commission" sounds somewhat innocuous at first blush – you...
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umbrella insurance
April Showers: 5 Reasons You Need Umbrella Insurance NOW
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Here’s something you probably already know: everybody’s suing everybody these days.  The fact of the matter is you can be sued for just about anything. Now, whether or not such a lawsuit has merit is beside the point. I hate...
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The Home Stretch: 5 Last Minute Tax Tips
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Spring is in the air: hamburgers sizzling on the grill, fresh grass sprouting in the yard, the pang of anxiety when you realize you haven’t done your taxes yet…. For those who put off the misery of filing taxes until...
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Social Security: Breaking Down the “Restricted Application” Strategy
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Over 65? Don't miss out this little-known filing strategy Social Security may be the most important component of American retirement. Why does it have to be so complicated? Just figuring out where to start is an overwhelming task by itself....
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