‘Kiddie’ Tax Advantages
June 27, 2022  | By David Lowe

Tax considerations are a key part of a successful financial plan, and that’s true of minors as well as adults. A previous blog post explored Roth IRAs as investments to position young workers for future tax savings. However, a child’s…Read More

Emergency Fund: not too much, not too little
May 27, 2022  | By Manisha Gupta

Dave Ramsey has been telling America for years on his financial radio show to keep an emergency fund that covers at least a few months of expenses. Thank you, Dave! You saved a lot of people from financial ruin with…Read More

Roth IRAs for the Kiddos
May 5, 2022  | By David Lowe

How your teenager (or even younger child) can benefit from a Roth IRA You have a high-achieving teenager who balances high school studies, chores and extracurricular activities with part-time work. Or maybe your college student took a job to help…Read More

I Bonds: Thriving During Inflation
April 29, 2022  | By Manisha Gupta

Concerned about inflation, perhaps for the first time in your lifetime? For many families we work with, it’s been decades since even the adults have seen inflation rising this quickly. But, the U.S. government has a nifty, old-school instrument available…Read More

Markets and War
March 15, 2022  | By Kevin Smith

I’ve heard financial markets described as “expectations machines”, and I think that’s about right. Asset prices are based on what people are willing to pay for them, which is based on what they expect to receive in return. Prices go…Read More

Taking Advantage of the New Student Loan Freeze
January 3, 2022  | By David Lowe

The Biden administration has announced it is extending the pause on federal student loan payments until May 1, 2022. If you have federal student loans, how can you take advantage of this relief measure? Add to your emergency fund. It is essential…Read More