What’s Driving Oil Prices Up?

As gasoline prices spike and analysts discuss the possibility of $5-a-gallon gas, many headlines are offering a simple explanation: ““Fear of Iran is inflating gas prices.”1 It seems logical enough to link the recent run up of oil and gasoline … Continue reading

February Market Update

  Click here or click below to view a market update for the month of February.    

January Market Update

    Click here  or click below to view a market update for the month of January.  

What to Do With Leftovers in 529 Plans

Most parents worry about not having enough money in their 529 savings plans to pay for their kids’ college expenses. But sometimes you can end up with more cash in these accounts than you need—if, say, a child doesn’t go … Continue reading

6 Steps to Hiring a Financial Planner

Resolved for the New Year: I will not make a financial plan for my future in 2012. That’s the disturbing finding of a survey showing that 80% of Americans won’t focus on financial planning this year–the highest percentage found since … Continue reading

College Board Releases New College Cost Numbers

Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases for the current academic year and trends in the world of higher education. While costs can vary significantly by region and individual college, the … Continue reading

Income Tax Planning Landscape – Mid 2011

At this time last year, income tax planning was particularly challenging. Several tax deductions had already expired, and significant changes, including new, higher income tax rates, were scheduled to take effect at the end of the year. Legislation passed in … Continue reading

Tax Tips for Summer Workers

The outlook for summer jobs for young people remains cloudy. Although the unemployment rate of 17.3% for workers ages 16 to 24 was down slightly in May compared with the 18% rate of a year ago, it was still far … Continue reading

Making Young Kids Smarter About Finance

How can you prepare your child to make dollars and sense of a tumultuous economy? Start as early as possible. Financial experts say it’s essential to get kids on the road to financial literacy at an early age. And schools, … Continue reading