Plan Your Charitable Giving For 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019.

Year-End Financial Planning Checklist

As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider.

Which College Savings Plan is Right For You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you?

Wedding Finances: A Survival Guide

With proper planning, it’s possible to keep wedding costs under control. Here are a few pointers for enjoying the day without depleting your savings.

Helping Your Adult Children without Hurting Your Retirement

Facing heavy college debt burdens and an unpredictable job market, many young adults today are returning home to live with their parents. In fact, according to a recent study by the Pew Research Center, more than 32 percent of young adults lived with their parents in 2014—more than lived alone or with a spouse or […]

Building a Better, Budget-Friendly Vacation

Whether you decide to book online yourself or go through a travel agent, here are some tips to help you save time and money.

Calling All Snowbirds: Considerations for Buying a Second Home

Here are some things to consider if you think you’re ready to start flying south for the winter.