Financial Planning

Practical insights from our advisors on planning, investing and living well.

When I met my husband, his sister was handling all his bills. After we were married I took over. It

With the cost of college education increasing at a rate approximately double that of inflation, a toddler today will need

Dear Julia, I just filed my taxes for 2016 and am planning to clean out my old files. What records

Know What You Owe. View your federal loans on the National Student Loan Data System at nslds.ed.gov. This site does

I’ve heard a lot about online robo-advisors recently. What are these and should I be using an online automated advising

Another holiday season is upon us! It amazes me that as I get older, the years seem to go by

Is Your Financial Advisor a Fiduciary? With a recent endorsement, President Obama committed to the fiduciary standards for financial advisors.

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family

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