Category Archives: Family Finances
Save-to-Spend Review
Save-to-Spend is an approach to grow wealth. Learn how to get started with some easy savings methods.
GivingTuesday
After you complete your holiday shopping on Black Friday, I invite you to shift gears and prepare for a lesser-known day next week – GivingTuesday. GivingTuesday was created in 2012 as a way to focus on being generous and helping…
What Will You Take?
Think about will you take away from this experience.
Making the Best of Low Interest Rates
by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…
Gaming the Tax System on College Savings Plans
by Kristina K. Bolhouse, CPA/PFS, CFP® One of the enhancements of the Tax Cuts and Jobs Act of 2017, is the ability to use 529 College Savings Plans for K-12 tuition expenses. Specifically, up to $10,000 per year may be…
Futurism Part III: Robotics
Robotics today are using more advanced programming and artificial intelligence to perform complex and more human tasks.
Rental Real Estate Ownership
It is easy to fall for the deceptive attraction of rental real estate. What are the hidden costs?
Cybersecurity Update: Enhance Your Account Protection
Cybersecurity is critical with the seemingly regular data breach reports. We have a few tips to manage your passwords and protect your data security.