Finances

Is a living trust worth it?

A living trust, also known as a revocable trust, can be a smart addition to your end-of-life planning. Find out what it is and why you should consider one.

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How to talk about end-of-life and emergency planning with your family

Many families struggle to talk about topics related to death, emergency preparedness, and end-of-life concerns. This guide offers a good place to start.

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how to pay for private school

How to budget for early childhood education

Private school isn’t code for “out of reach.” Here, things to know about financing private preschool or private elementary school.

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choosing a budgeting app 2018

Battle of the budgeting apps – You Need a Budget vs Mint vs Personal Capital

There are countless budgeting apps out there but three constantly pop up in conversation — You Need a Budget (YNAB), Mint, and Personal Capital. A CFP professional weighs in on how these three differ and which may be the right fit for you.

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is a 529 plan worth it

Should I invest in a 529 plan for my child?

Is a 529 Plan the best option for saving toward your child’s education? CFP Mary Beth Storjohann weighs your options.

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Reviews: The best budgeting apps and services in 2018

You may have heard of some of these budgeting and saving apps, but are they worth the memory to download? Find out which is a fit for you.

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caring for a special needs child

Financial planning for children with special needs

When raising a child with special needs, you may face unique financial challenges and decisions when planning your future. Here’s what to know.

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when you need a last will and testiment

Why you (yes, you!) need to prepare a will now

Creating a will may seem complex, but nearly everyone needs a last will and testament, and creating a will can be simple. Here’s why creating one now is so important.

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Eight new tax laws that are worth understanding

Taxes are complicated. And, just when you think you have a firm grasp on how to maximize your financial situation… a new administration takes over. Here are eight new tax laws that are worth understanding.

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Three types of insurance new parents should have

You may be missing something big— and we’re not talking about the baby bouncer. Here, the insurance every parent should consider.

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