Education Savings is Simplified in 2018

The recent tax bill expands 529 savings plans to include expenses for elementary and secondary education. And, the annual gift tax exclusion has increased. This is big news for education savers – no matter how much you are saving! Congress wanted to make it easier to...

Living at Home: A New Normal for Millennials

Living and Saving as a Millennial The generation of the internet age is one of the largest and most diverse in the U.S. Although Millennials have been defined by a relationship to technology, the generation has been steadily redefining adulthood. Millennials have...

Saving for Big Ticket Items

5 Easy Steps When Saving for Big Ticket Items  Very few of us have money at the ready to cover an emergency, never mind the money for the big ticket items we’d like to purchase. This is why it’s that much more important to prioritize savings to cover both the items...

Cyber Security

We thought you should know a few things about Cyber Security. There is a big difference between https:// and http://  When you see https://, this means the information entered into the site is encrypted.  Why is this important?  Encrypting information...