Financial Planning Strategies for Every Stage of Your Child’s Education- ParentMap Magazine

Chances are, when you started your family, your mind was filled with images of tiny toes and baby clothes instead of 529 plans and preschool scholarships. Few parents start out knowing just how they are going to pay for their little bundle of joy’s education journey, from early child care through college. Who knew that private school can cost as much as college and that summer camps can run a thousand or more dollars a week? Saving for college might seem even harder if you’re presently p[..]

Financial Insights 2019 4th Quarter Newsletter

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SECURE ACT: RMD & Other Important Changes You Need to Know

From the Desk of Ali A. Criss, CFP  Happy 2020! I hope you are enjoying the start to a brand-new decade. On top of the changes I’m sure you’ve committed to both personal & professional growth… there are sizable changes coming to your retirement savings!  The SECURE Act “Setting Every Community Up for Retirement Enhancement” […]