Tag Archives: financial advisor

  • Annuities 101

    Last month, Steve mentioned his issues of sending his youngest off to college and how the 529 plan played a role in funding the college education costs for both of his sons.  I too am sending a child off to college this year, one next year, and our youngest a few years after that.  It […]

  • TRANSITIONS

    We know they’re coming but don’t want to acknowledge them! As I sit to write the blog for this month, I can’t help but reflect how my life has changed over the past month with what seem like normal life events.  What are these life events?  Well both of my sons have had graduations.  I […]