Summer Camp Tax Deductions: Kid-free and Tax Savings?
What if I told you Uncle Sam gives you a tax break for sending little Louise to soccer camp? Summer camps can qualify for the IRS’s Child and...
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Family Financial Planning Basics
What is the best way to leave an IRA or 401(k) account to a minor?
The best way to leave an IRA or a 401(k) account to a minor is to either designate a custodian to administer the account for the minor or leave it to a...
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Can I Afford to Take Time Off to Raise My Kids?
As parents, we make numerous decisions. Generally, the moment a couple announces they are expecting a child, the questions start coming… Boy or girl? City...
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Are Your Finances in Order? Assess Your Financial Health in Six Easy Steps
As a parent, you know the importance of bringing your child to the pediatrician for regular well-visits. Knowing that your child is reaching developmental...
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Savvy Year-End Money Moves: Six Ways to Put More Money in Your Pocket for 2017
As 2016 winds down, take a little time to improve your family finances for the year. Here are six easy money moves that can help your family start 2017 off...
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New Rules for Financial Advisors: What They Mean for You
If you think all financial advisors are required to act in the best interest of their clients, you might be surprised to learn that it’s perfectly legal for...
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Four Things You Should Know About Your Investment Portfolio
Investing wisely is an important part of achieving your long-term goals and preparing for retirement. Keeping track of your investments isn’t hard, but it’s...
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Marriage & Money: Reconciling Your Financial Biases
It’s word association and I say “Money”. You say “Power,” “Security,” Happiness,” and “Freedom.” Your partner responds differently with words like...
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7 Money Saving Tips for New (or Expecting!) Parents
Are you a expecting a new baby? Congrats! As a financial planner and mom of 3 (including baby twins), I know what you are going through. Here are some...
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Planning to Get Pregnant? Why to Buy Life Insurance ASAP!
Having life insurance is essential to protecting your family. Many parents wait until a pregnancy occurs before they look into getting a meaningful life...
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