Overcoming the Obstacle of Credit Card Debt

Overcoming the Obstacle of Credit Card Debt

September 21, 2018. By Courtney Summa: It’s always a good feeling when you are in a strong financial position, however despite best efforts it is possible to end up in a bind. With the access to your credit card sometimes feeling like a “get out of jail free” card...
5 Quick Ways to ‘Spring Clean’ Your Finances

5 Quick Ways to ‘Spring Clean’ Your Finances

May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones.  Mid-year, however, is a perfect time to check in and self-evaluate and chip away...
Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
Repost: Building Sound Financial Habits in College

Repost: Building Sound Financial Habits in College

August 31, 2017. By Olga Okaty: Originally posted on September 8, 2016With  college send-offs wrapping up and a new semester in full swing, parents and students are now settling into their fall routines.  As we witnessed many families in the midst of exciting college...