Time Flies: Kids Are Grown, “Empty Nest” Looms

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Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they’re sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you […]

Selecting A Retirement Plan For Your Business

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Marc Ang gives a bird’s eye view of retirement plan options out there for businesses. It is important to start the discussion off knowing which questions to ask yourself and your business before you put something in place. The time has finally come for you as a business owner. Perhaps you’re getting sick and tired […]

The Young Family Preparation Checklist

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Michelle Sun gives young families and couples just starting out their household, a list of to-do items such as estate planning, life insurance, disability insurance and basic investments. With the birth of a new child comes the celebration of life, but with younger kids comes more financial responsibility and care, especially during the first few […]

College Savings: 529s or Roth IRAs?

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While I am a huge fan of 529s and their ability to grow tax-free (tax-free distributions as long as they are for educational expenses), it is this exact rule that may end up hurting a family’s investment due to its rigidity. For high income families, the 529 is great. If you are a middle class […]