Let’s look at the similarities between an orchard and investing
Education Planning
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Surviving College Application Season
Parent’s guide to navigating applications with your student
Next stop: College
It’s the time of year when high school seniors are selecting their college destination for this fall. Many undecided students will use spring break for a campus visit or two as they narrow their choices. Having assisted countless families with college planning the...
Rat Poison
Nick Saban, head coach of Alabama’s football team, often refers to storylines and journalism, both good and bad, as “rat poison”. He recognizes what’s written or said in the media will be a distraction to his players, coaches, and staff. Wisely, he understands this...
FAFSA
If you have a son or daughter who is a senior in high school, or was at some point, you likely completed the FAFSA form. Free Application for Federal Student Aid, FAFSA for short, is now available to complete online. This helps determine various forms of financial...
College Students & Spending
College campuses are opening back up again to welcome students as the fall semester approaches. Next month, some will arrive to a new dorm as others may return to an apartment with friends. Now may be a good time to chat with your son or daughter about their...
Investment choices for college
My oldest son, a junior in high school, took the ACT exam last weekend. Where did the time go? It seems like the elementary school years last forever only to fast forward once high school arrives. This has me thinking about investments that will be responsible for...
Better than a resolution
As the year comes to a close, we naturally begin to consider a New Year’s resolution. Often this may be a personal fitness or financial goal, it may also be a positive change to improve your wellbeing. This is all done with good intentions, though often by late...
Walking, Biking & your Wealth
One of the ideas we have tested in the past is can you have productive conversations around your financials and planning outside of a formal office setting? Having worked as a financial professional for close to two and half decades, I have held thousands of meetings...
How to best utilize a 529 savings plan?
529 plans were created as a way to save for future college education costs. There are various considerations when evaluating which 529 plan best suites your needs. One option allows for selecting a prepaid tuition plan that locks in today’s college tuition costs. ...
Why Your Balance Sheet is Important
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...