Top Colleges Are Making Tuition Free for Middle-Class Families—How You Can Qualify
Paying for college can feel like an insurmountable challenge, especially for families who earn too much to qualify for lower-income…
Navigating the Transition to Retirement
Retirement is not the finish line, but a significant life transition that marks the beginning of a new journey, demanding…
Longevity Planning: Redefining Retirement in an Age of Longer Lives
Retirement was once a relatively short chapter in life, with most people stepping away from work around age 65 and…
A Financial Guide to Buying Your First Home
Buying a home is one of the most exciting – and financially significant – decisions you’ll ever make. Like any…
Be Prepared for Life’s Future Events!
In February, my coauthor Dr. Mary R. Donahue, Ph.D., and I released the sixth edition of On Your Own: A…
What You Need to Know About Retiring in Another State
One of the secondary effects of the COVID pandemic and shift to remote work was an uptick in people moving…
Year-End Estate Planning Checklist
As we depart the holiday season, you may want to consider reviewing your current estate plan. As busy as this…
Survive and Advance
March is my favorite time of year. I like the way the transition in the sports world in March…
‘Tis the Season…to hold off on buying or selling a home?
Inflation. It’s a trigger word for all of us heading into this holiday season. As if the crunch before year-end…
How Insurance Fits in Your Financial Plan
One of the first steps in creating your financial plan is to identify your goals, their time horizons, and your…
Financial Wellness Check
As crazy as it may sound, we are more than halfway through 2022. Now is a great time to give…
Freedom and Financial Planning
One of the great traps of the information age is the wealth of data at our fingertips. It stands to…