certified financial planner

Picking and Paying for College

Picking and Paying for College

College looms in about 4 years for my oldest child and it is on my mind.  I am not alone.  One of the most common questions I receive from clients and prospects is, “How do we select and pay for college/post grad education for our children (or grandchildren)?”

Are You Balanced?

Are You Balanced?

Did your IRA, Roth IRA or investment account get rebalanced yet?

They should have been.
Unfortunately, many advisers are unable or unwilling to correctly undertake the task for a variety of reasons. Rebalancing is placing a portfolio back into your correct target allocation of diversified US stocks, international stocks, global bonds, alternatives, cash.