Is a 529 Plan the Best Way to Save for College?
So what happens when your child gets a full scholarship and you’ve already set money aside in a 529 plan […]
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When Should I Start Saving for College?
At what point as a parent should I start thinking about a kid’s college education? That’s a great question. Realistically,
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What is the Difference Between Saving for College and Retirement?
There are drastic differences between saving for retirement and saving for college. The biggest difference is the length of time
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How Can I Use Life Insurance as a Savings Tool to Help My Children?
There are a lot of different ways that you can use policies and plans to augment savings. One way is
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How Can I Fund a Trust?
There are many options for funding a trust. You could use a life insurance policy. You can use an annuity.
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When Should I Set Up a Special Needs Trust?
Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
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What Do I Need to Know About Special Need Trusts?
If you’re a parent with a special needs child, thinking about the future can be extremely stressful. Not so you
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Is Long Term Care Insurance Worth the Cost?
Long Term Care (LTC) insurance is usually worth it for most people because it protects against the risk of paying
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What Should I Know About College Financial Aid?
The thought of dealing with years, if not decades, of staggering student loan debt can be terrifying. It can feel
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Jaws Coffee Chat Podcast
I was recently interviewed by John Tarr on the Jaws Coffee Chat Podcast. We spoke about the importance of Long