Focus on the Long Run

Kids and College

Ellie is Born – Vlog

By Ralph Bender, MBA, CFP®

Inside that football-sized roll of towels, is a newborn baby. Nine months in the making, a lifetime ahead, fraught with challenges only begun by the arduous passage called birth.

Can you escape this 529 tax consequence?

By Ralph Bender, MBA, CFP®

The Section 529 Plan is one of the best vehicles for accumulating education funds, because they can benefit both the student and the contributor.

A New Baby in the Family

By Ralph Bender, MBA, CFP®

Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.

Congress gets it act(s) together

By Ralph Bender, MBA, CFP®

For the first time in years, Congress passed a budget bill that won’t require an annual battle over the details. The spending cap is set for the next two fiscal years.

The Lasting Impact of 9/11

By Ralph Bender, MBA, CFP®

Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.