Kids and College

A New Baby in the Family

By Ralph Bender, MBA, CFP®

Dear Kids, 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. Doing a little quick math, there are only 220 months...

Congress gets it act(s) together

By Ralph Bender, MBA, CFP®

In the recently passed Bipartisan Budget Act of 2015, Congress did some things that could be considered game-changers. Here’s a few of them that I think could be significant to my constituents (it’s a political year, and I couldn’t resist the word choice). For the...

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. Star Wars fans adopted May 4th, as in “May the fourth be with you!” Not to be...

Transferring Assets to a 529 Plan

By Enduring Wealth Advisors

A 529 College Savings Plan may be an attractive vehicle for those looking to save for a child’s education.1 If you have already committed college-earmarked assets to another type of financial vehicle, such as a Coverdell Education Savings Account or a custodial...

The Rules of Responsible Financial Parenting

By Enduring Wealth Advisors

Today, many families are concerned about the potentially adverse effect of wealth on the financial values of their younger generations. The goals that many affluent parents and grandparents have set for their children or grandchildren reflect core values, an honest...

Meet the Education Challenge: Planning for Tomorrow’s Tuition Costs

By Enduring Wealth Advisors

Many parents dream of the day their child strides to the stage to receive a college diploma. On the other hand, many parents dread the day that college tuition bills arrive. Despite steep tuition costs, however, a college education may be a sound investment...