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Lemonade Stands and Mouthwash: How to Teach Your Kids about Money
Joseph Kelly, CFP®
Teaching kids about money can be easier than you think. Here are a handful of ideas to make learning about money fun.
Bad Things Happen to Good People: How to Prepare for Medical Emergencies
Bill Schretter, CFP®
Medical emergencies can strike any time. Be prepared with this checklist.
5 Steps to Help Pre-Plan Your Funeral
Marguerita Cheng, CFP®
Valuable steps to help people through the uncomfortable process of planning their own funerals and burials.
The Big Three Financial Priorities That Come Before Paying for College
Jill Schlesinger, CFP®
It’s time to complete the dreaded Free Application for Federal Student Aid or FAFSA, which became available Oct. 1, for students attending school in academic year 2018-2019. It's also time for parents to have sober conversations about how much a family can afford to spend on college.
Divorce Financial Planning: 6 Things That Matter Most
Lynn Ballou, CFP®
Long-term financial planning after a divorce is crucial. Consider cash flow, insurance, variable expenses, unpredictable compensation, taxes and an estate plan.
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