Monthly Archives: May 2025

529 Plan for Grandchildren – Can Grandma (or Other Family) Help?

Happy 5.29 to all who celebrate – and everyone with a young student in their life should probably celebrate! We’ve covered 529 plans previously on the blog, but you might be wondering whether it’s a concern for family members outside of parents. For example, can you take out a 529 plan for grandchildren? Can aunts… (read more)

Real Estate Market in 2025 – Buyer/Broker Agreements

If you’re stepping into the real estate market for the first time, you might have caught wind of recent news: commission rules have changed, and the way homes are bought and sold is shifting in 2025. While this may sound daunting, the good news is these updates are making the home buying process more transparent—and… (read more)

Emergency Funds 101: Why You Need One & How to Build It

If there’s one thing life loves to do, it’s throw surprises your way—some good, some… not so much. Whether it’s a sudden job loss, a major car repair, or an unexpected medical bill, financial emergencies can strike when you least expect them. That’s where an emergency fund comes in. Today, CERTIFIED FINANCIAL PLANNER™, Nichole Coyle,… (read more)

Tips for First Time Home Buyers – 2025 Edition

Buying a new home can be an intimidating process, particularly if it’s your first time. It’s the largest purchase most of us will make in our lifetimes. There’s a lot to think through and a lot of preparation involved. Here are a few tips for first time home buyers.   Budget: How Much Should First… (read more)