October 10, 2018
student loan debt

529 Savings Plans for College: 10 Advantages to You

According to the College Board (2016) study,  called The Trends In College Pricing, by the year 2024, the average sticker price on a public in State College is expected to move up to $34,000 per year. For private schools that number is estimated to be around $76,000 a year. Let’s face it, college is getting ridiculously expensive and if you have little ones at home that you expect to help pay for their college, then you need to know how to set aside money for that. 529 savings plans are an particular investment vehicle allowing you to save or put away money specifically for education TAX-FREE!! Yes, you read that right, tax-free. Now, let’s consider what you may or may not know about 529 plans.
September 7, 2018
Financial Planning for Elderly Parents

Are There Options When Financial Planning for Elderly Parents?

Planning for your own retirement is enough of a challenge. Combine that with aging parents that haven’t adequately prepared for their’s and the task is beyond overwhelming. When faced with the task of financial planning for elderly parents, where do you turn? That is precisely the question a client of mine brought to me. His father had recently died, and his mother now faced doing life alone. He came to me asking advice about how to make his mother’s money last for the rest of her life.
June 4, 2018
summer job taxes

Do I Have to Pay Taxes at a Summer Job? Tax Tips for Teens

It’s great that you are getting a summer job! But when you’re anticipating getting that first paycheck you might be wondering to yourself “do I have to pay taxes at a summer job?” Even a part-timer like you is expected to pay the US Government their due. Yes, life is not always as Financially Simple as we would like. Here is some helpful info dealing with taxes for specific summer jobs:
May 3, 2018
Financial Games for Kids

9 Financial Games for Kids That Teach Monetary Principles

It is hard to believe one of the most important aspects pertaining to our kids’ future is often overlooked: learning about finances! Since these life-changing concepts are not adequately covered in schools (in my opinion), that job falls on us parents! One great (and fun) way is by playing financial games for kids. These games will expose them to the rules they will encounter during banking and managing money as they grow up. The best part—when playing these money-related games, they can take financial risks and without being penalized. The summer break is a great time to snatch one up and get your kids’ financially simple education started!
February 16, 2018
inheritance

I Just Inherited Money! Now What?

Have you ever been the beneficiary of a nice little sum of money or some other inheritance? If so, you know deciding what to do with inherited money can be tricky, but it doesn’t have to be. Here are a few ideas on how to spend the unexpected cash — HINT: these tips can also be a good way to make use of your tax return, if you get one!  
February 5, 2018

The Best Financial Books Ever! A Certified Financial Planner’s Must-Read List

Building wealth isn’t rocket science, but it does take some effort to understand the dos and don’ts that will get you where you want to be. As a Certified Financial Planner, I am giving you the list of the best financial books… my top five starter books that I recommend to friends, family, and clients.