Category Archive

Below you'll find a list of all posts that have been categorized as “Education Savings Planning”

The ABCs of Education Investing

Maggie Mayer 27th June 2019Education Savings Planning, Financial Planning

With rising college costs, many parents are likely thinking about how best to prepare for their children’s future higher education expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Read All

Proposed Tax Law Changes

Maggie Mayer 14th June 2019Education Savings Planning, Financial Planning, Retirement Planning, Tax Planning

Our federal government is at it again with proposed tax law changes. The House recently passed legislation that many people think has a good chance of becoming law. These changes could affect financial planning strategies. Read All

Maintain Perspective and Long-term Discipline

Maggie Mayer 29th March 2019Education Savings Planning, Financial Planning, Portfolio Management, Retirement Planning

This article explores two topics: 1. How your savings rate has the largest impact on improving your investment results 2. How market timing negatively impacts individual investors Read All

Late Innings of Tax Reform

Maggie Mayer 6th November 2017Education Savings Planning, Estate Planning, Financial Planning, Retirement Planning, Tax Planning

As we begin the final two calendar months of the year, individuals and families start to wrap up their financial year. Read All