Understanding Federal Student Loans srb August 21, 2018 In order to plan for funding your student’s college education, you must understand the student loan landscape. I won’t take…
Lessons from the Financial Crisis srb June 12, 2018 Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S…
A Practical Approach to Paying for College srb June 8, 2018 Paying for college creates a financial planning dilemma for many families: How can working parents save for their own retirement…
Understanding Qualified Charitable Distributions srb May 18, 2018 If you have an IRA and are required to take annual distributions, and you are charitably inclined, listen up: the…
Saving for College with 529 Plans srb May 4, 2018 If you are putting away funds dedicated for your child’s higher education expenses, a 529 College Savings Plan is tough…
Tags financial planning Steady As She Goes – Stock Market History srb August 22, 2015 What a lousy week for the stock market. In case you were lucky enough to miss it, on Friday, the
Tags budgeting Evaluate Your Portfolio While Markets Are Good srb August 17, 2015 On August 14, 2015, in his “Intelligent Investor” column for the Wall Street Journal, Jason Zweig wrote about the need
Tags Economy What do We Know Now That We Didn’t Know Then? srb October 16, 2014 This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for
Tags budgeting Please Stay Seated While the Train is Moving srb October 10, 2014 On August 6, 2011, Standard & Poor’s downgraded the United States credit rating from AAA to AA+, kicking off a
Tags Economy Weather & Climate are Like the Stock Market srb October 6, 2014 Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual