Recent Changes for College Savings Plans—What Families Should Know 
by Boulay
Many families recognize higher education as an important investment which opens doors to future income and opportunities for their children. Even if you’re able to afford your children’s college tuition outright, incorporating college funding strategies into your financial plan is a wise decision that helps you reduce your tax burden and plan for your family’s …
by Boulay 
The Benefits of Shared Financial Decision-Making in Marriage 
by Boulay
Many factors go into a healthy marriage, and not least among these is shared financial decision-making. Financial decisions are rarely easy for one person to make, let alone two. But when a couple approaches financial decisions as true partners, working toward common goals, the benefits are significant. In this article, Haley LaRue, CFP®, Boulay Wealth …
by Boulay 
How to Pay for a College Education 
by Boulay
Once you have children, you might begin to wonder how and when to think about saving for college. While this can be a very large expense for families, there are savings tools and tax strategies available. We all know college tuition is expensive, and that doesn’t even consider room and board, books, supplies, and other …
by Boulay 
Financial Planning Series: How to Pay for a College Education 
by TJ Bissener
Once you have children, you might begin to wonder how and when to think about saving for college. While this can be a very large expense for families, there are savings tools and tax strategies available. Haley LaRue, Wealth Manager, discusses what to consider when choosing a college and how to pay for the substantial …
by TJ Bissener 
Employee Stock Purchase Plans 
by Boulay
Many employees of large companies are offered the chance to participate in Employee Stock Purchase Plans (ESPPs). But what are these plans and how do they work? These plans allow employees to contribute to a fund that will purchase company stock at a discount of up to 15% at pre-designated dates throughout the year. The …
by Boulay 
Financial Planning Series: Employee Stock Purchase Plans 
by TJ Bissener
Many employees of large companies are offered the chance to participate in Employee Stock Purchase Plans, or ESPPs. Haley LaRue, Wealth Manager, explains these plans and how they work. Third party posts do not reflect the views of Valmark Securities or your Boulay and have not been approved prior to posting. Investment Advisory Services offered …
by TJ Bissener 
Financial Planning Series: Open Enrollment 
by TJ Bissener
Wealth Manager Haley LaRue discusses employee benefits, open enrollment, and how to choose what’s best for your family. Third party posts do not reflect the views of Valmark Securities or your Boulay and have not been approved prior to posting. Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain …
by TJ Bissener 
Open Enrollment 
by Boulay
Every November when those Open Enrollment and benefits packages start rolling in, it can seem a bit overwhelming. Why are there so many options, and how do I know what to choose? The good news is, a quick keyword search can save you lots of time digging through the many pages that likely don’t apply …
by Boulay 
Social Security: Strategy and Planning Considerations 
by TJ Bissener
Haley LaRue, Wealth Management Advisor at Boulay, discusses several factors that should be considered regarding Social Security, including various strategic timing factors and planning integration methods for making benefits work with a variety of financial situations. Third party posts do not reflect the views of Valmark Securities or your Boulay and have not been approved …
by TJ Bissener 
Social Security: Strategy and Planning Considerations 
by Boulay
There are several factors that should be considered when it comes to Social Security, including taxation information, different strategic timing, and planning integration methods for making benefits work with a variety of financial situations. Starting with some background information on Social Security. We all likely know it as it’s most basic form – a tax …
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