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Archive for the ‘Education’ Category

The College Funding Surprise

Posted in Education, tagged , , , , on January 16, 2012 | 8 Comments »

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available virtually everywhere, but typically the searching is being done years too late. Doing research into how much you need to save for college when you’re shopping for high school graduation announcements [...]

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Perfect Last Minute Gift Ideas

Posted in Education, tagged , , , , , , , on December 22, 2011 | 3 Comments »

Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card or Christmas tie leaves you uninspired, open your mind to these fresh gift ideas. There’s something here for every budget. College Education– Set up and contribute to a “529 college savings [...]

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Financial Education – We Can All Play a Role

Posted in Education, tagged , , , , , , , , on December 21, 2011 | 1 Comment »

Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school districts introduce personal finance concepts to children in a fun and engaging way.  The morning largely consists of playing a stock market scenario game with elementary students using dice to produce [...]

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What is Financial Planning?

Posted in Education, Financial Planning, tagged , , on October 10, 2011 | 2 Comments »

I’ve been thinking a lot recently about financial planning. Now, you’re probably thinking something along the lines of, “As a financial advisor, shouldn’t you be thinking about planning?” But what I mean to say is that I’ve been thinking a lot lately about what is financial planning? How is it different than experiences that consumers [...]

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Back to School Tips for College Expenses

Posted in Education, tagged , , , , , , , , on August 26, 2011 | 1 Comment »

It’s that time of year again. Summer is coming to a close and school is, or soon will be, starting. You know what that means parents – time to start writing those checks! Examples of expenses going into college costs include: Tuition and fees. The College Board* reports that a “moderate” college budget for an in-state [...]

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College Finances – The Basics & Beyond

Posted in Education, tagged , , , , , , , on August 17, 2011 | 1 Comment »

Students, it’s time load up the cars with the clothes, bedding, soap, deodorant and toothpaste your parents will implore you to use on a daily basis and everything else that will fit in an 8’ x 8’ dorm room and head off to school. Whether freshman year or a return trip, more and more attention [...]

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Summer Learning Opportunities

Posted in Education, tagged , , , , on June 17, 2011 | 1 Comment »

Most School Districts in Minnesota begin their school year after Labor Day. This is traditional in a state that has limited warm weather months and depends on tourism for a portion of its annual economic output. A later start to the school year also means that most Districts don’t release the kids for summer vacation until early [...]

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School’s Out for the Summer

Posted in Education, tagged , , , , , , on June 15, 2011 | Leave a Comment »

By mid-June, most students have packed it up for the summer. The pool is open, the sun is out and exams, homework and the annoying buzz of an early alarm are all in the rearview mirror. While summer is typically a time of rest and relaxation, many parents still like to try and work an educational [...]

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I Have a Few Years of Tax Returns to File

Posted in Education, Taxes, tagged , , , , , on March 22, 2011 | 1 Comment »

Part 2 of 3 In my previous blog, I introduced you to Willie who came to me with his box of tax information for many years asking me to assist him in getting the returns prepared and to figure out a game plan for his dilemma of not having filed tax returns for many years. [...]

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The New Consumer Financial Protection Bureau Wants to Hear From You

Posted in Education, tagged , , , , on March 1, 2011 | 1 Comment »

Last year the passage of the “Dodd-Frank Wall Street Reform and Consumer Protection Act” established the creation of the new Consumer Financial Protection Bureau (CFPB). The CFPB has been established to enforce consumer financial laws, to supervise large banks and financial services companies, and to adopt or streamline rules to make financial markets and products [...]

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