Tag Archives | investing

College Savings 101

Top 10 Reasons to Download our Free College Savings eBook

10. You’ve never heard of Upromise 9.  You’re not quite sure how a 529 works 8.  Or if that’s the best way to save for college 7.  You think FAFSA stands for “frustrating application from someone annoying” 6.  When you hear “Stafford” you think shirts 5.  Your child is applying to a school that uses […]

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Piggy Dutch

Pigs Get Fat, Hogs Get Slaughtered

Pigs get fat, hogs get slaughtered- so goes the old saying, and something our furry friend Dutch learned recently.  Not literally of course.  Besides enjoying bones, Dutch also likes shoes.  High heels are his favorite; he ventures into sandals occasionally- mine of course.  He likes to hide under our bed and find a shoe to […]

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Helena helping child with water

Make Your Money Work for You or Save the World – Why Choose?

I’m a big believer in helping people and in safety nets.  I am.  And certainly with so many still struggling in our country more needs to be done.  But I don’t think turning that job over to the government (our wasteful, bloated government) is the best way to go.  I believe much of that job […]

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Part 2A & B of Form ADV: Firm Brochure