Posts by Mary Beth Storjohann

Parent kisses baby's feet

How much does it cost to have a baby?

The best way to prepare your finances for having children before you become a parent.

Read more
Mother holding newborn sits on couch watching other child play

Use it or lose it? Here’s how to make the most of your FSA before EOY

Are you making the most of your FSA account? We list some qualified expenses that will help you maximize your yearly FSA contributions.

Read more
Father, grandfather, and baby have fun on the beach at sunset

What should your financial situation look like in your forties?

Your forties is a great time to shore up your finances, create a strategy, and plan for retirement. A CFP shares how to get on track, stay on track, and financial moves everyone in their forties should make.

Read more
how to budget for retirement in your thirties

What should your finances look like in your thirties?

When you’re in your thirties, you’re also working hard to get ahead financially, and it can be challenging to set priorities when there are so many outstanding “to do’s” on your checklist.

Read more

Why having an end-of-life plan in your 30s makes sense

Having an end-of-life plan provides a way for you to protect your wealth, create a legacy, and to make sure there’s a back-up plan for the people you love.

Read more
pros and cons of roboadvisor

A CFPs take on Robo Advisors – do they live up to the hype?

Fully automated online investment platforms are springing up quickly, appealing mainly to new and younger investors. Understand the pros and cons.

Read more

Worth it or not: dental and vision plans for young kids

Vision insurance and dental insurance are commonly opt-in policies for young children. But, if you don’t have an employer-sponsored plan, at what age is it worth it?

Read more

FSA or Tax Credit: which is best to save on childcare?

A child care tax credit can help you save on childcare expenses. So can putting money in an FSA account can help you save on childcare bills. But which is better?

Read more

Financial tips for multigenerational living

As family structure and dynamics have shifted, cost of living has increased, and older adulthood has become more dynamic, with many grandparents working well into their seventies, multigenerational living is an attractive option.

Read more
How much does it cost to go from two kids to three kids?

Can you afford another child? Ask yourself these questions

What does it cost to have another baby? Whether you’re going from one kid to two or planning for a third, ask yourselves these questions to figure out just how much another child may cost.

Read more
Apply now