Articles under “Planning”

When is the Best Time to Buy a Home?

News headlines suggest that we’re in the middle of a hot “home buying season,” referring to the time of year — usually spring and early summer — when more people are on the hunt and prices respond accordingly. But there are other factors at play besides the time of year that are making people anxious

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A Parent’s Perspective on Planning for College

Today is 529 Day. That might sound like a corny thing to get excited about, but as a dad it makes me think about my kids.

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Til Debt Do Us Part?

As spring starts to wind down, a new season is getting ready to take over: wedding season. Couples all over are busy preparing for their big day, and the over $72 billion dollar U.S.

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An Upgraded Path to College

Last year, we added the ability for our clients with a 529 savings account to build a savings plan for their child’s future college expenses. We’ve spent time improving the service, so today we’re excited to open this feature to all clients – not just those with a 529 account!

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