The month of January brings a new year and a new school semester. For some parents, a new school semester means tuition bills may soon be arriving, if they haven’t already. Luckily for parents sending their children to private school for grades K-12, Congress may have brought some potential relief to saving for the educational expenses. This month’s letter provides details on this potential relief and updates to a previous newsletter. On November 2, 2017, U.S. Congress pass

New Year, new you. At least that’s what a lot of people say when approaching the new calendar year. If you’re like me and you set yearly goals for yourself, whether your goals be professional ones or personal ones, for 2019 you should consider adding a category if it’s not there already, “financial goals”. For most people, there is some sort of personal financial goal they would like to achieve, like control their spending, increase their savings, or paying down some debts. F