Education Planning

Choose Your College Major Wisely

As students head back to college, many will be choosing their major.  When I attended college decades ago, I gave very little thought to my major course of study.  In fact, I was more guided by which was the easiest path to victory (a college diploma)!  For me, that ended up being a marketing major […]

Child Headed To College? Think About This!

Sending your child off to college is…well, a huge deal!  They are beginning the next phase of their life as they transition from adolescence to young adulthood.  As parents, we often hold onto that image of our young child and fail to think of them in adult terms.  Doing so can cause us to miss […]

Will Your Children Have Your Family Values?

In my latest book, “J.K. Lasser’s New Rules for Estate, Retirement & Tax Planning- 6th Edition” (published January 2019), I discuss a strategy for passing along your family values to your children. If you have young children, I know you feel your first responsibility is to provide for their basic support including food, shelter, clothing […]