Personal Finance

Help with taxes, saving for college and other financial planning issues.



  • How home equity can affect financial aid

    You may not be aware that some universities take the value of your home into account when calculating financial aid. Here are a number of steps you may take that could help lessen the impact.
  • Strategies for spending down 529 funds

    As a parent, you face a big question in your child's first year of college: Should you spend the all money from a 529 plan now or spread it out? There are strong arguments to be made for both.
  • Helping your kids find the right work-study job

    Getting a school-sponsored, part-time job can be a great way to help defray college costs while teaching valuable lessons in responsibility. These work-study strategies can help put your kids on the right path.
  • Strategies for choosing a financial advisor

    Choosing the right person to help manage your money is no easy task, and the quality of your relationship can have a significant impact on your financial future. These steps can help make your decision easier.

Financial Planning