Blog Archives

3 Easy Ways to Financially Help Your Children or Grandchildren

Do your children or grandchildren need some financial assistance? Here are 3 Easy Ways to help them:   1) Make a Loan Parents and grandparents can loan to their child or grandchild.  If this is the approach taken, a formal


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How to Plan for College Using The 529 Plan

Next to saving for retirement, your biggest financial challenge is probably saving for your child’s college education.  College costs have skyrocketed!  People wonder how they will afford the cost of a college education in the future.  A 529 College Savings


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The Difference Between EE, HH, and I Savings Bonds

Clients frequently ask us about the tax effects of government savings bonds they have in their house or safe deposit box.  When this question comes up, it’s usually in the context of estate planning.  To give an appropriate answer, we


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