Blog

Is an UTMA a Good Way to Save for Your Kids’ College Education?

Jul 7th, 2020 • Damian Dunn

Is an UTMA a good way to save for my child’s college education? I’m weighing all my options. Thanks, Ryan Hey Ryan, If we’re talking about straight college funding, then I think there are better options available to you than a UTMA. For those of you reading along, you may be asking yourself, “what the … more »

The 2020 W-4 is Different, Here is What You Need to Know to Fill it Out Correctly.

Jun 30th, 2020 • Damian Dunn

Prior to 2020, filling out a W-4 was a pretty straightforward proposition. Determine how many allowances you qualified for, pencil in if you want some additional money withheld from your check, and off you go. To many people’s surprise, a new W-4 was ushered into use in January 2020, and it’s… different. But, is the … more »

It Makes Sense to Invest Your Emergency Fund, Right?

Jun 23rd, 2020 • Damian Dunn

The longstanding school of thought on emergency funds is that they should be held in savings accounts, short term CD’s, or money market accounts in order to access them quickly. With the speed of brokerage firms today, I can sell stock and have funds in my account in just a few days. Would it make … more »

Feeling Overwhelmed with Debt Payoff. Is the Struggle to be Debt-Free Worth it?

Jun 12th, 2020 • Damian Dunn

My husband and I are in the process of paying off our debts. Most days are fine, but every so often it seems unbearable and unachievable. Do you see a lot of people in our situation who are able to conquer their debt? Jillian ———- Hey Jillian, The destination is worth the journey. When I … more »

Blog

Is an UTMA a Good Way to Save for Your Kids’ College Education?

The 2020 W-4 is Different, Here is What You Need to Know to Fill it Out Correctly.

It Makes Sense to Invest Your Emergency Fund, Right?

Feeling Overwhelmed with Debt Payoff. Is the Struggle to be Debt-Free Worth it?

Sign up for email updates