“MOVIN’ UP, MOVIN’ IN & MOVIN’ OUT!” Congratulations are due for Joel Reimer who recently passed his CFP® exam! Most people think all financial planners are “certified,” but thi…

When it comes to year-end tax planning, you need to have a good understanding of both your own financial situation and the tax rules that apply. It’s important to evaluate your tax situation now, wh…

Throughout our schooling we were always told that any transgression would go on our “permanent record,” and of our studies we’d think, “Why do I need to know this? I’ll never need this in th…

Welcome to week number two of my saving for college blog series! Previously, I wrote about the high cost of attending college. Today we’ll look into savings strategies to use while college-bound chi…

Knowing that September is College Savings Month, I thought it would be a good time to address it. A friend of mine recently brought an uneducated and expensive little ball of joy into this world. He a…