How to Prepare for a Meeting with a Financial Advisor
Meeting with a financial advisor can be a daunting task, especially if you're not sure what to expect or how to prepare. But with a little bit of...
Posts about
College Planning
"Why You Should Consider Hiring a Certified Financial Planner (CFP®) for Your Financial Needs"
Certified Financial Planners (CFP®) are professional financial advisors who have met certain education, experience, and ethical requirements set by...
Loans forgiven? (headlines missed this BIG detail)
Have questions about the recent student loan forgiveness announcement?
What Can You Buy With 529 Distribution?
The biggest challenge for students and parents when planning for education are the financial costs; including tuition and academic expenses. It’s not...