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The College Price Shock
Many parents today suffer from sticker shock when they learn what it costs to send their children to college. While the cost of college can be a hard pill to swallow, it’s never too early to get familiar with college saving plans.
Read MoreTeaching Kids About Money Early π‘π§ : Financial Habits That Stick
Teaching kids about money doesn’t require expertise. Everyday conversations, simple habits, and modeling thoughtful choices help children build lifelong financial confidence—long before their first paycheck arrives.
Read MoreMoving On To a New Job? π¦Don't Forget Your 401(k)!
You're ready to move on and take the next steps in your career. Now, what should you do with your 401(k) from your former employer?
Read MoreTax-Saving Opportunities You Don't Want to Overlook π
With tax season here, it's important to consider how tax-intelligent financial planning can lead to potential tax-saving opportunities.
Read MoreNew Year, New Budget! π‘
A higher income doesn’t automatically mean more wealth - without strong habits, spending often grows just as fast. The new year is the perfect time to reset your routines, refresh your approach, and build momentum toward your goals.
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Give Yourself The Gift of a Good Plan π
One of the greatest gifts you can give yourself is a solid plan for the years ahead, and at Shoemaker, we’re here to help you build it. Americans are living longer than ever and that, of course, means they need more retirement savings...
Read More"There's A Plan for That!" - Estate Planning Checklist
As you move through life, you’ll build an estate made up of everything that matters most-your home, your savings, and the legacy you’ll one day pass on. An estate plan helps ensure your wishes are honored. π‘
Read MoreIt's Never Too Early To Plan Your Legacy π
No matter your age, it's never too early to start thinking about your legacy! Check out these tips to help you prepare for retirement.
Read MoreHello, Augustπ ... Hello, new school year! π―
If the back-to-school season snuck up on you, don't worry! We're here with a plan. Let's start this school year strong with the right supplies and a mindset for success. ππͺ
Read MoreAre You Ready for Your Portfolio to Make a Difference?
Are you investing for impact—or just returns? When your portfolio aligns with your goals and values, financial freedom becomes more than possible—it becomes personal. Check out our latest blog to learn more about impact investments.
Read MoreFive Savings Secrets
Dive into a few "secrets" to help you get control of your savings.
Read MoreWhat If Your Kids Decide Against College? π€π
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them?
Read MoreParents, It's Time for Savings School! ππ
As a parent, you're the number one source of financial learning for your kids. There's no time like the present to start teaching your kids money management and the value of a dollar.
Read MoreA New Season, A New Career - Make Sure You're Getting the Most From Your 401(k)!
A New Season, A New Career π»πΌ We know that as we approach spring, those thoughts of a new career have sprung. Let's prepare for your potential career change and make sure you're getting the most out of your 401(k)!
Read MoreLooking to Reduce Taxes? Explore These 5 Tax-Savvy Investment Strategies
Five tax-efficient investment strategies that could help optimize returns and minimize your tax burden. ποΈ #ReduceTaxes #Taxes101
Read MoreFour Budget Myths Debunked
We've all heard of budgeting, but what about the myths around it? π€ You might be surprised to know that you've believed these tales! Here are four common myths about budgeting debunked. β
Read More5 Winter Activities that Wonβt Break the Bank
Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities for when it’s time to break up that winter monotony.
Read MoreEstimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in...
Read MoreFinancial Aid For Students 101
Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in extracurricular activities, and enroll...
Read MoreGetting a Head Start on College Savings
The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000. That's approaching the median value of a new home in the U.S.1,2 If you want to add the cost...
Read MoreExploring the Federal Student Grant Program
You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 60% of high school seniors submitted a FAFSA to the...
Read MoreA Cheat Sheet for Sending Your Kid to College
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...
Read MoreRed Flags for Tax Auditors
Red Flags for Tax Auditors No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can't audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its...
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