In this day and age, it’s never too early to start thinking about college! If you are a new parent or grandparent, you may be wondering how you can ever afford to help your child or grandchild through four years of school. There is a solution to this dilemma! A 529 plan lets you save for your child’s education and comes with additional benefits.
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Saving / Savings
A Case for the Fiduciary Advisor
The volatility and uncertainty associated with COVID times tends to accentuate any pre-existing cognitive biases we might have, making us even more susceptible to emotional decision making. Now more than ever is the time for investors to hand the reigns over to a fiduciary advisor.
Learn about Disaster Relief Options for the 2020 Wildfires
If you or someone you know has been impacted by the wildfires in California, Oregon, and Washington, even if “just” evacuated or dealing with smoke and ash, there are programs being put into place to help! Read on to find out more about the various options for disaster relief.
Pet Insurance: Financial Planning for Pet Ownership
One thing we are seeing during this global pandemic is an increase in pet adoptions. If you’ve adopted a new furry family member or are thinking about adopting, you may not be aware of the overall costs involved. Some of these costs may take you by surprise in the form of a large vet bill. Just like children, pets sometimes get sick. Find out how good financial planning and good pet insurance can protect you from surprise costs.
I maxed out my 125 plans at work pre-COVID, what now?
When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the effect on funds set aside in 125 plans.
College Financial Aid After COVID-19
As the COVID-19 situation continues to unfold, there is a lot of uncertainty regarding what the future will look like as we begin to recover from this pandemic. One major concern for students and parents alike is what college financial aid will look like next Fall and Spring.
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