Here are 3 strategies to maximize your gift. Good morning! I hope you’re having a good week. Today I want to talk about a topic that’s...

Probably not. Pros, Cons, and Alternatives for College Savings Parents, you've likely been told that a 529 Plan is the best way to save...

As a Certified Financial Planner, I often get asked about the ideal balance between cash in a checking account and investment account. My...