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It's Open Enrollment Time!

- Insurance

“Season of mists and mellow fruitfulness, close bosom-friend of the maturing sun; conspiring with him how to load and bless with fruit the vines that round the thatch-eves run; to bend with apples the moss’d cottage-trees, and fill all fruit with ripeness to the core.” Ah, yes, it’s that special time of year again. No, not Fall. It’s open enrollment time! Read on for [...]

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Student Loans and the Hierarchy of Savings

- Investments

“What’s the best way to pay off my student loans? How should I prioritize them against my other goals?” These are common questions for younger people, who have many competing priorities for each dollar they earn. Read on for some perspective about where student debt falls in the hierarchy. [...]

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Go Ahead and Take That Wooden Nickel

- Potpourri

It’s an old-fashioned saying: “Don’t take any wooden nickels.” But my experience with wooden nickels has been entirely positive. Read on for my own story about the one I took and how it made a difference for me. [...]

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Why Do I Need a Will?

- Legal

Why do I need a will? Read on to find out…You don’t just need a will, you need a Healthcare Power of Attorney, Legal/Financial Power of Attorney, and Living Will! And yes, it pays to hire a professional estate planning attorney for a critical job like this. [...]

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401(k) Basics, Part 2

- Investments

Last time I went through the basics of what 401(k) plans are and how they work. This time, I’ll be focusing on how to evaluate the investments available in your plan. [...]