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Top 3 Mistakes Parents Make When Saving for College and Planning for Retirement
You don’t have to choose one or the other. With the right strategy, you can invest in your child’s future and save for your own retirement.
Independence (Financial) Day
Financial independence is about having options and freedom. It means you’ve structured your finances in a way that lets you make decisions based on what’s best for your life.
5 Smart Moves to Make in Your Mid-Year Financial Checkup
Why Starting Early and Building Good Habits Pays Off in the Long Run
Learning Personal Finance and Teaching Kids Baseball
Surprisingly, there are a lot of similarities between baseball and personal finance. The rules are complicated, but the more experience you have the easier it gets.
Spring Cleaning Your Finances: 5 Tips for Simplifying your Financial Life
A simpler financial life is often a stronger one. Here are a few practical steps to help you simplify, streamline, and reset your wealth plan this spring.
Retirement vs. College: How Parents Can Fund Education Without Jeopardizing Their Future
We’ve all heard the “oxygen mask” analogy: take care of yourself first so you can help others. The same applies to your financial future!
Tax Season Prep: Key Moves to Make Before Filing Your 2024 Taxes
Tips on maximizing deductions and retirement contributions for 2024 and strategies for reducing taxable income and avoiding common mistakes in 2025.
Financial Resolutions 2.0: A Fresh Approach for Ambitious Parents in 2025
As the new year unfolds, it's time for ambitious parents to reassess their financial goals and take actionable steps to ensure a secure and prosperous future.
The Grandparent’s Guide to Gifting: UTMA, 529 Plans, and More
With several options available, it can be challenging to decide the best way to give financial gifts to your grandchildren.
Top 5 Year-End Charitable Giving Tips: Support the Causes You Care About and Maximize Tax Benefits
For many people, charitable giving is a meaningful way to support the causes they care about while also potentially gaining tax advantages.
Financial Planning Lessons from the Golf Course: Strategy, Patience, and Adaptability
Golf and financial planning rely on patience, strategy, and adaptability to succeed.
Navigating Financial Challenges for the Sandwich Generation: Top 5 Things to Consider
Balancing these responsibilities can feel overwhelming, especially when considering the costs of healthcare for aging parents, education for children, and personal financial needs, such as saving for retirement.
Buying vs. Leasing a Vehicle: A Guide for Ambitious Parents
Let’s dive into the pros and cons of each option, and how they might align with your goals as a driven parent.
The Mega Backdoor Roth: A Better Option Than a 529 to Pay for College?
Does your retirement plan give you the option to save large amounts of money in a Roth IRA? If so, you should take advantage of this unique opportunity.
Teaching Kids About Money: A Guide to Financial Literacy for Children
Financial literacy is an essential life skill that is often overlooked in traditional education.
7 Steps to Prepare for Summer with Children
Financial literacy is an essential life skill that is often overlooked in traditional education.
Top 5 Things To Do With Your Tax Refund and Ways to Avoid a Tax Surprise
Receiving a tax refund presents an excellent opportunity to improve your financial situation and set yourself up for future success
Top 5 Tax Strategies for 2024 and Before April’s Tax Deadline
the top five tax strategies for the IRS April deadline and the year ahead
Six Strategies for Guilt-Free Spending
In this month’s blog we will explore Six Ways to Enjoy Guilt-Free Spending for Ambitious Parents
Pay Yourself First: A Financial Blueprint for Ambitious Parents
We have all heard the term “Pay yourself first”. This framework has worked for many people in an effort to fund their financial goals.