College Savings

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

All About 529 Plans

College is expensive. And many wonder if it is worth the cost. I believe it is!

WBZ NewsRadio 1030–01/23/2015

(Photo by Chip Somodevilla/Getty Images)

The 529 College Savings Plan

College is a good investment and could be worth well over a $1 million dollars to your kiddo.

WBZ NewsRadio 1030–11/11/2014

(Photo by Chip Somodevilla/Getty Images)

Saving For College With 529 Plans

College savings plans can now be set up so that the money is invested in mutual funds and grows tax deferred.

WBZ NewsRadio 1030–01/24/2014

Tax Extension

Beating Those Barriers To Your Financial Success

There are many obstacles you will encounter while trying to achieve your financial goals.

WBZ NewsRadio 1030–10/10/2013

College, Tuition, Financial Aid

Financial Goals For Families With Teenagers

Life has kept you so busy you’ve had no time to think about the lofty goals you made 17 years ago when your first child was born.

WBZ NewsRadio 1030–06/26/2013

(credit: iStockphoto)

Having Children Can Change Your Financial Goals

Babies change your goals. Instead of a Prius you are thinking van.

WBZ NewsRadio 1030–06/25/2013

(credit: Photo by Larry Busacca/Getty Images for Hellman's)

How To Save On Lunch And Snacks

Packing lunches. It is quicker than stopping somewhere and a lot less expensive.

WBZ NewsRadio 1030–02/26/2013

Papers, Folders

Review Your Mutual Fund Annual Statement

Mutual fund companies send out annual statements the end of January. My strong recommendation here is to take the time to review them.

WBZ NewsRadio 1030–01/18/2013

(Photo by Justin Sullivan/Getty Images)

The Landmines Of Life

There are certainly some financial obstacles you may face as you live life.

WBZ NewsRadio 1030–10/04/2012

Parenting, School, Uniform, Mother, Child

Financial Goals For Single Parents With Children

Fifty percent of marriages still end in divorce. So how will you survive financially as a single parent?

WBZ NewsRadio 1030–06/28/2012