advice Archives

Platform Scottsdale: What would you say to your younger self?

I’ve seen a lot of mention lately on social media on the topic of “What you would say (or a letter to) your younger self?” This really spoke to me, as I just celebrated a milestone birthday that is so unbelievable, so unfathomable, that I really can’t even say the number. It’s not so much… Read More →

Most people don’t have financial plans

Most of us put more effort into planning a vacation than planning our financial future. According to a study issued by BMO Harris Financial Advisors, only 38 percent of Arizonans have a financial plan, yet a majority admit a financial plan plays a critical role in achieving key life goals, such as saving for a… Read More →

What Parents Should Know Before Paying for College

Soaring College Cost and Financial Planning
by in Education | Featured

From $20,000 to $65,000 a year – that’s the tuition cost for one year of college, says John McDonough, a money expert who helps retirees and parents plan for their families’ futures. “For the 2012–2013 academic year, the average cost for an in-state public college is $22,261. A moderate budget for a private college averaged… Read More →

Save money with smart open enrollment changes

by in Business News | Finance | Healthcare

Employers will soon be offering workers their yearly opportunity to make changes to their health care benefits. All too often this open-enrollment period has required combing through pages and pages of confusing insurance terms, according to an Associated Press report. But this year workers will receive help translating that jargon thanks to a new requirement… Read More →