Building a College Fund

According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That was 16% more than in 2014.

Having the Money Talk With Your Children

Forty percent of the parents of the survey respondents said that they had taught their kids specific money management skills, but merely 18% of the teens and young adults reported receiving such instruction.
By |August 28th, 2017|Family, Finances, Financial Article, Financial Planning, Live Invested|

Will You Really Be Able To Work Longer

Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retirement transition on that belief, and that could be financially perilous.
  • insurance

Insurance and Investments

A good financial strategy is not just about “making money;” it is also about protection.
  • Why do we save so little?

Why Do We Save So Little?

Our parents & grandparents saved much more than we do. Most people who have read up on the economy for any length of time have heard of the personal saving rate (PSAVERT), which the Commerce Department calculates as the ratio of personal saving to disposable personal income. The January personal spending report released by the […]

By |April 21st, 2014|Financial Article|
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