June 11, 2023 | 529 Plan Mistakes That Can Derail Your Savings Plan You’ll need to follow your state’s rules to ensure that you don’t diminish your return on investment due to these 529 plan mistakes. Read more
August 22, 2022 | Teaching the Next Generation Better Money Habits Jon Jones shares the approaches he and his wife, Gretchen, used to teach financial responsibility to their children. Read more
August 13, 2022 | Nurturing Financial Confidence in Children Learning about finances is a key step for young adults developing life skills and cultivating their financial confidence. Read more
May 16, 2022 | How to Compare Financial Advisor Fees Learn whether flat fee or AUM-based models make more sense for the value you’re trying to get from your advisor. Read more
May 09, 2022 | Budgeting Exercises to Help your Kids Develop Smart Money Skills “We all want to raise our children with good values—children who are the opposite of spoiled—yet, we often neglect to talk to our… Read more
November 29, 2021 | Your Guide to Money Management in a New Marriage With this guide, you're ready to combine finances before marriage and move forward in your relationship with a team approach to money. Read more
November 24, 2021 | Help Aging Parents Prepare for Their Shifting Needs Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost. Read more
September 15, 2021 | How to Talk Money With Family The term "personal finances" is a misnomer. Not only do your finances affect you and your spouse, but also the family members around… Read more
September 08, 2021 | Finding Financial Compatibility With the One You Love Talking about money from the perspective of shared financial stewardship is key to determining financial compatibility. Read more
September 01, 2021 | 5 Numbers Women Need to Know to Boost Their Financial Confidence Women in search of some financial peace of mind must get clarity on five key numbers, from spending and savings to asset allocation. Read more