Financial Planning

Planning For Newly Weds

Before I went surfing in SoCal at FutureProof, I drove back to Columbus, Ohio, to see two of my closest friends from college get married.  Columbus is only a seven hour drive away, and the way flight prices and general airline issues look these days, a road trip was just what the doctor ordered. But,…

This Could Be the Push They Needed

Did you know that this child’s investment account can also be a double-edged sword? Throwing some money in an UTMA is a great birthday gift for a little one, but be aware that of it’s potential side affects.

Don’t Bet The House

Despite the fact that home values have seen a significant facelift, before you bet the house, consider these options before borrowing on that newfound wealth.

The Old College Try

For college students, after four years of cramming, part-time jobs, and some nights that are probably best lost to the sands of time, there’s nothing sweeter than turning in that last assignment. Knowing by next week, it didn’t really matter, you’ll be a real adult. It’s graduation day. You only get four tickets for friends…