June 21, 2018. By Courtney Summa: Life is full of adventure and surprises. Unfortunately, not all the surprises are good and can often result in significant financial distress. When those inevitably pop up it’s always nice to have a safety net to fall into, which is...
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...
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...
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...
June 29, 2016. By Courtney Faria: Whether the wedding bells are around the corner or have just rung, one challenge many couples encounter includes discussing the management of money. This tends to be a sensitive topic, however is an important item to discuss early on,...
