Posts by Mary Beth Storjohann

Should I invest in a 529 plan for my child?

The cost of college continues to rise. Here’s how to figure out if 529 plans are worth it for your family. Use this guide to weigh your options.

Read more

FSA or tax credit: Which is best to save on child care?

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
A couple in a car gives a scrunched-face kiss to their westie dog as he pokes his head between the two front seats

Should you name a trust as a life insurance beneficiary?

People look to minimize the taxes on their life insurance benefits by making a trust a beneficiary of their policy, but the process can be complicated.

Read more

Life insurance when you have a special needs child

When raising a child with special needs, you may face unique financial challenges and decisions when planning your future. Here’s how life insurance can help.

Read more

8 types of insurance you can’t go without

Insurance choices and the fear of being over- or under-insured can be confusing. Learn about types of insurance you really need.

Read more

Financial checklist for recent college grads

College graduation is a great time to set yourself on the road to your financial goals. Here are six steps to get you started.

Read more
A little girl snuggles with her dog

How to find the right 529 college savings plan for your kids

Pro tips for differentiating between the many 529 savings plans that are available to families who want to proactively save for their children’s education.

Read more
young woman opens her wallet and pulls a single dollar bill out

How to catch up financially after the holidays

Five clear steps to help you get back on track financially after the holiday spending season ends.

Read more
When to consider disability insurance

5 times long-term disability insurance makes sense

A financial professional’s take on when it might make sense to consider purchasing long-term disability insurance.

Read more
Cost of going back to work after baby is born

The cost of going back to work after your baby is born

Many of us weigh financial pros and cons of returning to work after baby is born. Here are some costs beyond childcare to consider.

Read more
Apply now