Increasing College Costs Private University tuition tops $45,000 and Public Universities average $20,000 per year.  While these expenses are daunting, there are things you can be doing now to help defray the cost of educating your children beyond high school.  From 529 Plans and planning for FAFSA in advance, you can set yourself up for…

Calculating Retirement Needs Do you know “Your Number” – When calculating retirement needs, this is the amount of total savings and investment required so you can afford to stop working.  It might seem as well the math would be difficult but it’s really not as daunting as one may think.  The other point to take…

The Third Best Investment You Can Make Once you’ve contributed to your employer’s 401(k) to get the match and paid down high-interest debt, what is the third best investment you can make? In this month’s newsletter you get to see some examples of contributing more to your 401(k) or a Roth IRA. Prenups Serve Many…

Tax Phone Scam Alert IRS Tax Phone Scam calls are on the Rise.  As more incidents of aggressive telephone scams continue throughout the country, the IRS unveiled a new YouTube video with a renewed warning to taxpayers.  Do not to be fooled by impostors posing as tax agency representatives.  In a News Release, the IRS…