Enhance Today | Enrich Tomorrow
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed or homes selling well over the asking price. Stories like…
May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is available to anyone, regardless of income levels, 529 plans should…
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. From health insurance to ESPP plans. The…
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers, we have felt the impact of these daily changes acutely. …
Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening to the wisdom of those that have gone before you,…
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time to start thinking ahead and consider your retirement strategy. This…
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making a mistake with the money and when the stakes are…
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items people include on their financial to-do list. Now it’s Chad’s…
