Personal Finance

Education
Jul 21st, 2015

Things to Consider Before Saving for Your Kids’ College Tuition in a 529 Plan

Ed note: Just because a 529 plan is called an “education savings plan” doesn’t mean it’s the ONLY thing you can use to save for education expenses. David Ning breaks down some of the pros and cons of various ways to save for education expenses smartly. Leer en español. A 529 plan has become a […]

Article
Jul 3rd, 2015

Finding Financial Independence for the Fourth

Ed note: Happy Independence Day! I hope you’re enjoying beautiful weather, summer food, fireworks and time with friends or family. Because we are always thinking about our clients’ financial lives, and working to help out, we have a something a little different to think about in honor of the holiday. Leer en español. As Americans […]

buy
Jun 25th, 2015

Tax Tips for New Homeowners

Ed note: Congratulations on buying a new home! While it’s easy to get caught up in picking paint colors and planning where the furniture will go, don’t forget to keep track of important expenses and other home-related things that you will need at tax time. Leer en español. From determining how much you can afford […]

business
Jun 19th, 2015

Tax Consequences Of House Flipping

Ed note: Owning real estate can make your tax return a bit more complicated. Figuring taxes when you flip real estate as a side business can be mind-boggling. The most important thing to know is that it is treated very differently from regular home ownership. Here are a few more things to keep in mind. […]

benefits
May 29th, 2015

Hire and Higher: How to Get the Most From Your Company Benefits

Ed note: That first day on the job can be overwhelming. There are details about retirement plans, meeting your coworkers, filling out a thousand HR documents and pressing things like finding the bathrooms and break room. Don’t let the important new job perks get ignored in the shuffle. Here’s a brief primer. Leer en español. […]

budget
May 7th, 2015

Move Home or Move On

Ed note: Moving back home may come with emotional baggage. But when it comes to making a decision about your finances, you have to think rationally. Put aside your feelings and use this impartial calculation to help determine whether it’s best to move back into your parents’ house or strike out on your own. If […]