Know the Rules to Avoid 529 Distribution Mistakes
As a continuation of one of our recent blog posts on 529 accounts, we now wanted to focus in on the various…
Behavioral Finance: How Our Subconscious Beliefs Impact Our Real-World Dollars
Have you ever found yourself struggling to stick to a budget, despite your best efforts? When an investment you picked…
529 Accounts: The Ins and Outs of Qualified Expenses
As you may know, 529 accounts are a great savings vehicle for many individuals to save money for education. The…
Impact of Children on Your Financial Path
When thinking about your future, there are many factors and life choices you will have to plan and save for—whether…
Are You Actually in Good Hands? Risk and Umbrella Liability Insurance
People often think that their car insurance and/or the liability insurance policy on their home will protect them from personal…
Building Back Better: New Administration Bets Big on the Economy
President Joe Biden formally announced his COVID-19 stimulus plan on January 14, 2021, and on March 11, 2021, it was…
Financial Spring Cleaning
Are you a hoarder? Did you just put that Pepco bill away last month and see that the one all the…
To Buy or Not to Buy: Is that the Question?
We’re all quite familiar with the idea of the American Dream at this point. The house, the white picket fence,…