By Dave Coen It’s not only the start of a new year, but a new decade! That probably means you’re feeling more motivated than ever to make some positive changes and set healthy habits for your life. But whether you want to decrease your screen time, save more money, or start a new exercise routine, it’s not going to happen unless you make a plan. Your good … [Read more...]

By Dave Coen Pick up almost any parenting book and you’ll see plenty of valuable advice, everything from reading to your child, teaching them kindness and generosity, and building resilience and courage. But one thing most parenting books don’t cover? Money. That’s unfortunate because your child’s level of financial literacy could make or break their success … [Read more...]

By Dave Coen Most people understand the importance of estate planning, but unfortunately, many don’t take the time to actually do it. Today I’m going to show you the benefits of setting up a will and a trust, and why it’s essential to get your affairs in order as soon as possible. After all, the last thing you want is to spend your life building wealth … [Read more...]

By Dave Coen For those families who have seniors applying for college, and those with students in college, the Free Application for Federal Student Aid (FAFSA) is a form most families dread filling out every year. It’s notorious for being time-consuming and tedious. But it may not be as scary as you think as long as you avoid these 5 common FAFSA … [Read more...]

By Dave Coen Are the media headlines giving you financial whiplash? It seems like one day the sky is falling and the next it’s a utopia. It’s enough to give anyone a major migraine.  How do you stay calm during all the back-and-forth? You’re in luck, because that’s exactly what we’ll talk about today. Here are 5 simple ways to remain calm when the media … [Read more...]

By Dave Coen When people hear phrases like employee stock options and vesting schedules, they may scratch their heads in confusion and move on. If you’re one of the lucky ones who receive stock options as part of your employee benefits plan, don’t be like the 48% of people who have avoided taking action for fear of making a mistake. (1) The decisions (or … [Read more...]

The Tax Cuts and Jobs Act (TCJA), passed at the end of 2017, was one of the biggest tax reforms our country had seen in decades. While there were changes made across many areas, there were certain educational provisions that affect college planning specifically.  Below we’ll look at four separate tax changes and how each affects college planning for parents … [Read more...]

By Dave Coen The price of college tuition has doubled in the past 30 years. (1) And despite its hefty price tag, a college degree is necessary if you want to earn a decent salary and progress in your career. As a parent, you know this. That’s why you want to make sure your child can earn a degree without racking up a ton of debt in the process.  Today we’ll … [Read more...]

By Dave Coen Open up Google. Search “What do I need to know about Social Security?” Did you get the same 3,480,000,000 results I got? It’s unreal how much information is at our fingertips. But what that means is that we need to be careful what information we consume. Because when it comes to financial matters, one incorrect assumption or detail can be … [Read more...]

By Dave Coen If you’re like me, you might draw a blank when someone asks how old you are. The older we get and the faster the time goes, the harder it is to remember what day it is, let alone how old you are!  And while in most cases age is just a number, there are a few pivotal birthdays you will want to remember. Turning 59½ is one of them. Not only does … [Read more...]