As we head toward the end of the year, there are many year-end planning items to consider including reviewing that the maximum contribution is made to your retirement accounts.

College Tuition has been on the rise for many years and the costs don’t seem to be stabilizing anytime soon. One way to ease the burden of having your children or grandchildren take out loans is to put money aside in a 529 college savings plan.

It’s hard to imagine that in just a few short months it’ll already be 2020. As we near year-end with the busy holiday season almost upon us, take this moment to check in on your finances. These last few months provide you with a great opportunity to plan ahead so that you’re not scrambling in December.

This week Schwab announced their decision to remove the $4.95 trade commissions for all US/Canadian stocks, ETFs, and options.

"Each concern was expressed by the “CFO” spouse; the person in the relationship responsible for making most of the financial decisions."

Learn about getting on track and rewarding yourself for financial milestones along the way.