College Planning
Carrying a Mortgage into Retirement
By Ryan Rink CFP®, ChFC®, CLTC® Pros & Cons of Carrying a Mortgage into Retirement Twenty years ago, the thought of carrying a mortgage into retirement was scary, especially if…
Read MoreHow to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to…
Read MoreThe “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often-an older adult wants to add one of…
Read MoreFAFSA for 2021-2022 Academic Year opened 10/01/2020
The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 year opened October 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition,…
Read MoreSaving for a Long-Term Goal (other than retirement)
Having a secure retirement is a long-term goal that all of us have. We put money away consistently into a 401k or 403b with a plan to have a secure…
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