No More Pencils, No More Books, No More Teacher's Dirty Looks! July is the month of picnics, fireworks, lazy days at the beach-- and definitely not school. While it may be difficult to keep your college-bound student motivated in the quest to find the right college at the right price, some time can certainly be devoted [...]

Gratitude’s Impact on Your Money Mindset When we hear the term "gratitude," most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful, and cherishing the small moments, like savoring a cup of coffee or reconnecting with an old friend. But how does gratitude shape our perspective [...]

Five Tips for Tackling Your Bad Spending Habits   Improving spending habits can help you work toward financial stability and security   All of us have bad spending habits that we would like to change in order to take better control of our finances. Let’s explore five specific strategies for improving spending habits and pursuing [...]

Finances and Fireworks: 5 Strategies to Help Preserve and Celebrate Your Financial Freedom   Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial goals and evaluate your progress. This [...]

Pursue Financial Fitness Like You Do Your Physical Fitness Individuals who exercise regularly and focus on better health, developing their bodies, stamina, and mental clarity understand what it encompasses. There are steps that people take when they engage in physical fitness and work toward specific goals. The blueprint to your physical fitness is not much [...]

Get to Know Your Risk Tolerance When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well [...]

Last Minute Considerations for the FAFSA Deadline   For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordable. To determine if your student qualifies for financial aid, you must fill out the Free Application for [...]

Instilling Financial Values in Your Family Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities.[1] This shift in [...]

Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations. Always Spend Less Than You Make Wealth creation is not about how [...]

College Newsletter The month of June is especially known for: Weddings The First Day of Summer Vacations Graduations By now, those students who have been placed on waitlists, it's a good idea to send a final transcript to those schools as well. While there's no guarantee that submitting a final transcript will boost their [...]