FAFSA: Don’t Leave Money on The Table

When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify... View Article

Education Savings Vehicles

Save early, save often and understand the alphabet soup of options The cost of a college education increases every year,... View Article

Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in... View Article

Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (excluding long-term... View Article

Mastering Financial Aid Eligibility

Presented by Kevin Moore and Jake Rivas For many families, financial aid programs help make higher education attainable. The first... View Article

5 Tips to Prepare for Filing the FAFSA

February is financial aid awareness month. As a parent to a High School senior, you might be feeling a bit... View Article