Facts about 529 Plans
Getting the Facts Straight about 529 Plans As many of us are sending our children back to school this month, I thought it would be a good time to clear up some misconceptions about 529 savings plans. A 529 savings plan is an investment program offered by each state. It offers tax-free growth on money […]
Borrowing From Your 401(k)
Why You Shouldn’t Borrow From Your 401(k) It’s tempting. The money is sitting there in an account that is doing nothing for you right now. You may be years or even decades away from needing it. Why not put it to work for you now to buy a home, make a renovation, or pay down […]
Instead of Resolutions, Have a Plan
Instead of Resolutions, Have a Plan The last weeks of the year are a good time to reflect on all that we have achieved in 2016. It’s also a time to think about areas where we could improve. If you have put off addressing your personal finances, here is how working with a financial planner […]
Preparing for Tomorrow
Preparing for Tomorrow What is your plan for optimizing your quality of life as you grow older? When a loved one is diagnosed with a cognitive disorder, it can have a lasting effect on the entire family. I recognize that financial planning increasingly becomes a family issue. In addition to professional investment management, I aim […]