Observations

If you have children or grandchildren, you may already be somewhat familiar with the 529 plan, a popular education savings vehicle. But you may not have kept up with some recent changes in the plan’s [READ MORE]

My wife, Staci, is obsessed with HBO’s fantasy drama series Game of Thrones. Obsessed to the point that she has watched the 73-episode series in full seven or eight times. As an innocent bystander being [READ MORE]

Communications is key to success of relationships and plays a vital role in almost every aspect of living—including your finances. So you’ll want to clearly communicate your financial goals to your loved ones—and you’ll want [READ MORE]

What a difference a year can make. As we move into October and the final three months of 2022, it would have been difficult to predict how this year has progressed. Between an economic recession [READ MORE]

Like everyone, you’d like to enjoy a long, healthy, independent life. But the future is unknowable, so it’s a good idea to prepare for a variety of outcomes—including the possible need for long-term care. Consider [READ MORE]