Category Archives: Family Finances
Memories
The greatest gifts you may give this year are the wonderful memories you inspire.
Recovering from Small Financial Mistakes
You may beat yourself up over small financial mistakes. But what is small and went should you forgive yourself?
Your College Planning Timeline
It's never too early to start planning for college expenses.
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…