Jun 23, 2021
The AMR team discusses saving for college. Their key advice is something is better than nothing and it’s better to start sooner than later (use the power of compounding to your advantage).
529 plans are target-date college investment plans that grow tax-free. Withdrawals are also tax-free if payments are made directly...
Jun 21, 2021
Free Application for Federal Student Aid (FAFSA®) forms are due soon. Jayson Tinsley, Assistant Vice President, Financial Aid (Counseling) at University of Maryland Global Campus, joins Chris and Brian to discuss what the FAFSA is and best tips for obtaining college financial aid. AMR reviews the cost of raising a...
Jun 16, 2021
Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity?
AMR talks about some of the family dynamics when the financial family roles begin to shift.
They also discuss things that should be known and asked in the event that someone else needs to...
Jun 11, 2021
Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses:
- the difference between dementia and Alzheimer’s,
- signs to watch out for – mood changes, fatigue, etc.,
- caregiver fatigue and resource available,
- and the importance of an aging plan.
Jun 9, 2021
Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc.
Chuck Nardozza, Managing Director of Travel Sales at AAA shares top travel trends, restrictions, and planning ideas.