The Personal Finance CEO Podcast & Blog

As 2015 quickly comes to a close, you may have a senior in high school getting ready to go to college next year, or a student already in college. If
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I was attending a freshman orientation last summer, and sat in on the college financial aid presentation given by the school. During the Q&A session, one of the parents asked,
During my college planning talks and presentations throughout the year, I use both the terms college and university. For purposes of the presentation, I usually use them interchangeably. Whether you
By the end of my son’s first semester of freshman year at college, he was classified as a sophomore. Did he take 24+ credits his first semester? Of course not.
Investment Protection As I’ve said throughout the years, I believe the markets today are much more complex and volatile than in the past. Over the past two decades, the advent
Providing a college education for their kids is one of the two biggest, and most expensive, goals that parents usually have when we do sit down to discuss planning (the other
So, your son or daughter is in high school and you’re thinking to yourself, “We’re behind the eight ball, now. How are we going to pay for college?” First, you’ve
Many parents are not prepared for their child to go to college. No, I don’t just mean the emotional attachment to your kid, I’m also talking about the “homework” parents
Strategies to help reduce the high cost of college (Part 2): College Special – Get a 4 year degree in only 6 years! Ok, so the subtitle is a little
Strategies to help reduce the high cost of college (Part 1): Turning the College Crisis into an Opportunity Chances are, if you’re reading this article, you may be a parent,
Dear Clients, As a financial planner, I have had the pleasure for over 15 years, of providing advice to families on retirement and other planning issues. In my experience, however,
The short answer: No, unfortunately, you cannot use Social Security Income or Pension Income to make a Roth IRA or Traditional IRA contribution. The more detailed explanation: The IRS only