Retirement Traps to Avoid – The Bank of Mom & Dad
Be careful of helping your kids, you may jeopardize your own retirement security. A 2015 Pew Research Center survey found that 61% of Americans with
July 11, 2017
Category: Certified Financial Planner Boise ID
Is Your Homeowners’ Insurance Adequate?
When was the last time you reviewed your homeowners’ insurance policy? If you are like many, that is part of your house payment each month
November 17, 2016
Christmas in July
Christmas in July originated in the 1940s, resurfaced in the 1980s, and can now help you manage your holiday time and gift giving budget. In
July 7, 2016
Wedding Gift Etiquette
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
June 23, 2016
Do’s and Don’ts of College Planning – Tax Credits and Other Options
College funding is often like a chess game. You have to move pieces around carefully. Tax laws are chess moves that can be played in the years the dependent is a student.
May 26, 2016
Do’s & Don’ts of College Planning: Roth IRA for College
Roth IRA’s are another option that can be part of your game plan for college funding.
May 19, 2016
Do’s and Don’ts of College Planning – U.S. Savings Bonds for College
Double the money! Another college savings option with relatively low risk is the U. S. Savings Bonds. These types of bonds are usually purchased and
May 11, 2016
Do’s and Don’ts of College Planning – 529 Plans
A more commonly known college savings plan is the Qualified Tuition Program or 529 plans. What is less well known is there are 2 types of this plan under this program.
May 5, 2016
Educational Savings Accounts
Are college expenses looming on your horizon? Educational Savings Accounts are another option available to save for college costs.
April 28, 2016
Do’s and Don’ts of College Planning
Graduation ceremonies abound this time of year. It is a reminder that college expenses are just around the corner.
April 20, 2016