Whenever we come to the end of the year, I always recommend looking back at your finances to see what areas are in good shape, where you may have come up short, and what you want to do differently next year. This review is especially important for your 2020 finances. If you still have them, […]
4 Questions to Ask Before You Hire a Financial Planner in NH
When you hire a financial planner in NH, you are putting a ton of trust in that person. They’ll have access to all of your financial information, and they’ll be advising you on very important (and expensive) life decisions. It’s critical that you work with someone you trust, and someone who has your best interests […]
Managing Your Money in Uncertain Times
You’ve heard it time and time again, but we truly are living in unprecedented times. Managing your money while the Coronavirus pandemic rages on is a challenge, to say the least. None of us have lived through this before. Many of us are flying blind. We don’t know what next year, or even next month, […]
New Year Financial Preparations: Get Ready for 2020
The end of the year can be stressful for many people. Not only are calendars packed with holiday festivities and travel, but there are also all of the end-of-the-year financial preparations to take care of. This guide should help give you a clear view of what needs to get done and when. Hopefully it’ll make […]
Overfunded 529 plans & your options
529 plans are a very popular college savings option, thanks in big part to their flexibility and tax perks. For most people, 529 plans have plenty of room for growth. The contributions for these plans are considered gifts for tax purposes. So that means you can contribute up to $15,000 per account, and so can […]
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