Here's What We Think

New parents and grandparents are often eager to start helping out their kids and frequently ask this question, “What is the best way to start saving for my child?” 🤔 While there is no one right or wrong answer, the type of account you choose could make a big difference! This article will break down two of the most common savings vehicles for children, 529 College Savings Plans and Custodial Savings Accounts.

Going through a divorce is a very emotional process and on top of the personal side, you have some serious logistical matters to sort through. It’s no surprise that your finances are going to be a big focal point of divorce and while your lawyer may help you navigate the technicalities for the decree itself, what happens next?

To all the mother’s out there, where does your financial future rank right now on the list of priorities you currently juggle? In between packing lunches, homework, teacher appreciation, birthday parties, sports activities, laundry, grocery shopping, paying the bills, bath time, bedtime stories, Band-Aids and boo boos… you are caretaker, rule maker, meal maker, biggest fan and cheerleader. On top of this, you might also have a career to juggle and so it’s no wonder that finding the time to think about investments or retirement will slip your mind!

The end of the year sparks something in a lot of us to start giving to charitable causes. For many people, the holiday season brings out the desire to give our money or our time to those less fortunate. But what if we were more purposeful with our giving strategy?

Whether you currently have young children or are thinking about starting a family, you know with certainty your finances are going to be impacted. Review the top 5 tips to ensure your growing family is on the right path for financial success.

There comes a point in nearly everyone's life when they begin to wonder if they should continue to rent or make the step of purchasing a home - but through a global pandemic, low mortgage rates, and a crazy housing market into the mix, and it makes the choice a whole lot more complicated.

Young adults, or HENRY's, don’t typically think about life insurance. After all, in your 20s and 30s, you probably feel like your entire life is endlessly stretched out ahead of you, and even more during this hard time.