Millennials may be the first generation to do worse than their parents financially. The Great Recession, sky-high college debt, the pandemic turmoil, and record-high inflation have put a dent in the dreams of many of…

As a parent, I have seen the benefit of saving early in a 529 plan to manage college costs and limit student loans. Over time, the 529 college savings account can provide tax-deferred earnings growth,…

Early in your life, time is on your side. Saving even a small amount regularly over many years can produce a nest egg much larger than someone who starts saving later in life due to…

A new marriage is filled with hopes and dreams but also many challenges. Managing money is one of them. It is important to have good communication regarding savings goals and spending habits. Establishing a steady…

If you have children (or grandchildren) you can give them a jump-start on becoming financially responsible adults. While teaching your child is easier when you start early, it’s never too late. Here are some age-relevant…

For the unwary, major life decisions can create a large and unexpected tax bill. Here are six life changes with tax implications that could surprise you. Getting married or divorced Marriage means a new tax…

You probably know how easy it is to spend a lot of money while on vacation. The best way to avoid overspending is to know the problem areas and be prepared before you go. Here…