529’s and Financial Aid
College is expensive. In Massachusetts, UMass Amherst, a popular state school costs $30,790 per year for in-state students. A private option, Boston College, costs between ...
Financial Planning Articles
5 Timely Financial Planning Updates
The bear market and recession we’re facing, along with the government’s response, have provided planning items and opportunities to consider to best position your finances ...
5 Ways I Handle My Finances
I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle ...
You Need an Estate Plan
My wife and I recently met with our estate planner to update a plan we created in 2013. You need an estate plan to protect ...
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