As Fall Semester Looms, Tap Into Your 529

For those of you out there sending your children off to college for the first time or the last, saying goodbye never gets easier and paying the bills isn’t exactly a picnic either.  If you’ve managed to place funds aside in a 529 Plan for education, now is the time to collect up Qualified Higher Education Expenses (QHEE) and reap the rewards of saving.

The Benefit of Understanding Your Money Personality

In our last blog entry we introduced readers to “financial archetypes,” the concept that different people think about and prioritize money in different ways. There are two reasons we think this is important.

What Financial Archetype Are You?

This blog entry will be the first in a series based on our popular Financial Empowerment course taught through the Christopher Wren Association at the College of William & Mary. Although we will not be active this semester, please keep a lookout in future course catalogs for our class offering!


The Fiduciary Standard

Now that the Department of Labor's somewhat controversial Fiduciary Rule is in effect (as of June 9, 2017), we thought it prudent to provide an update on where things stand, what the new rule means to you and to us, and what may change down the road.

Retirement Milestones and Opportunity

Throughout our lives, we look forward to milestones representing new opportunities or stages of life. Retirement is no different. The IRS and Social Security Administration have established several milestones all Americans must be aware of. What follows is a list of those ages and dates, some of which may involve planning and a complex decision on your part.

Table Scraps as Fine Dining

“One cannot think well, love well, sleep well, if one has not dined well.” – Virginia Woolf

I don't like to be preachy but, when it comes to matters of money, I guess that is part of my job description. If I can combine an economic matter with a social or environmental matter, then all the better.

Watching the Clouds Go By

It's easy to get caught up in day-to-day life - there's a lot going on! Work, emails, kids, dogs, Facebook, smartphones... we are more connected than ever before, and the trend is not going to reverse course any time soon.

Planning For the New Normal in Retirement

Today’s retirees face a whole new set of financial challenges. Thanks to improvements in medical technology and increased life expectancies, about half of retirees find themselves sandwiched between their own kids who may still be in college or struggling to break free of the nest, and their aging parents who may require assistance in their daily living.

Purchasing the Right Amount of Life Insurance

Life insurance policies may not be appropriate for everyone, but they are an important tool in our toolbox. Certainly anyone with a family to protect has spent at least some amount of time considering the "worst case scenario." 

A First Time Home Purchase - Realizing the American Dream

My wife and I recently joined the proud club of first-time homeowners pursuing our slice of the American Dream. We don’t yet have the white picket fence, and our dog is a dachshund instead of a golden retriever, but we’re making progress.

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