Buy vs. Lease — Car?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
Last summer, my daughter wanted her own car, to get to work and show rehearsals. But I didn’t feel like we needed to buy another car, specifically for someone who was going off to school soon. So, I was left with the task of figuring out how to provide transportation, without creating unnecessary long-term costs. This led me to the question: When should you buy a car, versus lease? It’s complicated and, like a lot of financial decisions, depends on a number of circumstances.
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Who Let the Dogs Out?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
As an independent young adult, soon after I brought home my first puppy, I found myself in the vet’s office. He had apparently ingested a piece of metal, making him throw up repeatedly.
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Paying for College – Top 529 Plans

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
In this, the first in our series of blog posts around paying for college, we take a look at the Morningstar report regarding the top 529 College Savings Plans.
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Traveling to Europe in Times of COVID

By Rasti Nikolic | Associate Financial Planner
It seems strange (and difficult) to travel outside of the U.S. during the COVID-19 pandemic, but when you have family across the world, like I do, then you may have no choice.
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