Taking Stock

with Nathan Brinkman

April 2015


When your child asks for a loan, should you say yes?

You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your checkbook until you’ve examined the financial and emotional costs. Start the process by considering a few key questions.

Posted at 11:24 AM | Permalink | Comments: 2


How does your 529 plan stack up against the competition?

If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, now may be a good time to see how your plan stacks up against the competition.

Posted at 10:50 AM | Permalink | Comments