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5 Good Reasons NOT to Use a College Savings Account – Thumbnail

5 Good Reasons NOT to Use a College Savings Account

As soon as you have kids, you're supposed to open a college savings account, right? The only question is which type and how much to save, right? Wrong. While college savings accounts can be great, the truth is that both you and your children may be better off not using one at all. Here are 5 reasons to consider avoiding them.

10 Weeks to a Better Financial Future – Thumbnail

10 Weeks to a Better Financial Future

What would it take for you to feel confident in your financial plan? How would you like to know that your financial foundation is not only providing for your needs today, but also building towards a future that excites you? How would you like specific, step-by-step instructions for making that happen? Click the button below to read on...

How to Invest Differently for Short, Medium, and Long-Term Goals – Thumbnail

How to Invest Differently for Short, Medium, and Long-Term Goals

There's a lot of advice out there when it comes to investing for long-term goals like retirement. The same is true for short-term goals like next year's vacation. But what about your goals that fall somewhere in between? What if you want to buy a house in 5 years, or your child is starting college in 8 years? How should you invest your money then?

It’s Time to Get Serious About Investing – Thumbnail

It’s Time to Get Serious About Investing

There are any number of reasons you might not be thinking much about investing right now, from feeling like you don't have enough money to not knowing how to do it. But none of them are good enough to put investing off or to wait to start taking it seriously. After all, it's your financial freedom that's at stake.

Tired of feeling confused about where to start or how to prioritize? Learn about how I work 1-on-1 with new parents just like you to help them make a personalized financial plan that really works.