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Getting Schooled Part II

Getting Schooled Part II

In our last publication, we discussed ways to plan for higher education costs by utilizing different types of accounts to grow your money. In this edition, we will look at how to prepare for the cost of college. A basic timeline to help prepare your college bound children: During their High School Freshman/Sophomore/Junior years, the …

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Gettin’ Schooled

Gettin Schooled

The total amount of student loan debt is well on its way to approaching the $1.6 trillion mark.  That is trillion with a “T”. The average household with student debt owes $47,671, per a NerdWallet 2018 household debt study1. Those students who pursue professional degree programs are looking at substantially more student loan debt with …

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Elements of a True Fiduciary

“Are you a fiduciary?” is a frequent question that we are asked when a prospect is interviewing us… Long before the word became synonymous with good financial and prudent advice, we had advertised on our web site that we were proud to consider ourselves fiduciaries. We hold ourselves to high standards and it is our …

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