Finance Friday: Estate Planning Documents 07/17/2026
You’ve established your Will with your Estate Planning attorney, but what do those extra documents do for you? Welcome back everybody to another Finance Friday. As we’ve done before, we like to cover Estate Planning tips during the summer for 2 reasons: Besides your will, there are additional documents that are given to you that […]
Finance Friday: The K Economy 07/10/2026
What is a K-shaped economy? Good morning everyone and welcome back to Finance Friday. The 1st half of the year is over. We had some highs (S&P 500 had a total return of 8.2%) and some lows (War in Iran = high gas prices). We said goodbye to Jerome Powell and welcomed a new Federal […]
Finance Friday: Question of the Week – 529 Plans 06/26/2026
What factors affect eligibility for financial aid and other forms of assistance? Happy morning everyone and welcome back to Finance Friday. In Today’s agenda, we answer The Question of the Week. Today’s question comes from D.A.: “I heard that if I have a 529 Plan for my child, they will not be able to receive […]
Finance Friday: Student Financial Aid 06/19/2026
How does your child’s 529 Plan affect their Financial Aid? Happy morning everyone and welcome back to Finance Friday. The Free Application for Federal Financial Aid (FAFSA) becomes available on October 1st of each year and stays open until June 30th. It’s used to determine how much Federal Financial Aid a student is eligible for. […]
Finance Friday: 529 Education Plans 06/12/2026
The average cost of tuition and fees for a public 4-year institution has increased about 25% in the last 10 years. With student loans becoming less desirable, how are you planning on paying for college for your children? Good afternoon, everyone and welcome back to Finance Friday. Last week we outlined a few changes to […]
Finance Friday: Education Planning 06/05/2026
Did you know there were major changes coming up this summer for how you pay for education? Good morning everyone and welcome back to Finance Friday. I missed a huge opportunity to talk about 529 Plans on 05/29. This got me thinking that it may be time to go over some Education Planning on FF. […]
Finance Friday: Teachers & Educators 05/29/2026
In the words of Alice Cooper, “Schooooool’s out for summer!” Welcome everyone to Finance Friday. The last part of May is a busy time of the year for parents and students as they attend graduation ceremonies and last day of school activities. Today’s segment is dedicated to all of the educators, teachers, coaches, and professionals […]
Finance Friday: Question of the Week 05/22/2026
Besides helping with Business Succession planning, how else can your Financial Planner help? Welcome back everyone to Finance Friday. Our question of the week comes from A.B. “Besides Succession Planning, what other things can my advisor help me with for my business?” This is a great question A.B. In a perfect world, Financial Planners and […]
Finance Friday: Implement a Succession Plan 05/15/2026
After creating a Succession Plan, how do we begin to implement it? Happy Friday everyone and welcome back to Finance Friday. A business owner’s company is an important cog of their wealth and therefore requires careful and timely planning. You’ve assembled your Financial and Business Advisors and are ready to start the conversation. Here are […]
Finance Friday: Preparing early for Succession Planning 05/08/2026
How do you prepare for when you are ready to exit the company that you started? Good morning everyone, and welcome back to Finance Friday … on a Saturday! We’re continuing with small business month and today we’ll look into 3 reasons why you should prepare yourself early with a solid Succession Plan. While creating […]