Finances & Your Family
[Video] How Much To Save For College?
MICHELLE SMALENBERGER, CFP ® Now that you have a child or grandchild you may want to help them plan for college. When they’re young we have time to plan ahead. We are going to look at a few different options to show the difference between college choices. This will give you some idea to begin…
College Funding Overview [Video]
College funding is a topic we get asked about a lot for two reasons: the importance of the decision and the magnitude of it, or the money involved. You, as a parent, should think through the values you want to pass down to your kids. Do you want them to focus on school and their…
[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories of a client who inherited funds from a loved one was all about the history of the person who left…
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
[Video] Net Worth vs. Self Worth
Net Worth vs. Self Worth STEVE SMALENBERGER, EA® We use benchmarks in all different areas of our lives: A carpenter uses a measuring tape. A student uses a GPA. A coach uses a win-loss record. In our financial life we use a measurement too. The measurement is known as net worth. But, is net worth…
Volatility Ahead In Tax Reform
Volatility Ahead In Tax Reform Remember this post from back in July? “Caution: Speed Bumps Ahead” The items mentioned in that post just months ago sure seem familiar today. This is a fair look at how the cycle of politics is ever-spinning and the effect it can have on the market. In July, the political…
