Let us count the ways that we still love this post about the benefits of youthful investing in a Roth IRA. First, there are few investment lessons more powerful than the importance of starting to save and invest when you’re young, with time, compound returns and tax sheltering opportunities on your side. Second, it’s been heartening to see how far guest author Chris Annello and Sheri’s niece Jessica (who inspired the...

In early June, several of us at SAGEbroadview shared our recent adventures in the college admissions process. In particular, Sheri described some of the college admission challenges  that she, her husband and her youngest son Devon encountered as they sought a good fit for his higher education ambitions. It would be comforting to say that it will be easier for Sheri this time, since Devon is their second son to head...

Following up on Sheri’s insights  from Devon’s search for a musical program, Wendy Vissar reflects on the challenges that she, her husband Michael Slackman and their son Nikolas have encountered in his desire to pursue a career in theatrical arts. As long-time neighbors and good friends, Nik and Devon are both about to make their way into the wider world. We hope they remain close to us and one another...

Shakespeare may have been right when he penned, “All the world’s a stage.” But as Sheri, her husband Dave and their youngest son Devon have discovered, an aspiring performing arts student will still find the college admissions process even more challenging as a result of extra audition and other specialized requirements. Following is Sheri’s advice for families of students who are interested in entering performing arts programs, like the one Devon...

In our last post, we described how a number of us here at SAGEbroadview have been on personal quests to send our kids to college … and have lived to tell the tale. Today, we share some of the key insights Lynn Iannetta Baker discovered as she, her husband Scott and their daughter Sarah looked into schools that seemed best suited for Sarah’s educational aspirations. Combining two parts of practical wisdom...

Planning for College It never rains but it pours, or so the saying goes. As it applies to sending our beloved adult children to college, many of us here at SAGEbroadview have been getting deluged lately. As Sheri described, Dominic flew the coop in 2014. This fall Devon, her youngest son, is entering the University of Hartford’s music performance and composition program via The Hartt School. Lynn has also recently completed “the...

If there’s a lesson we seem to learn the hard way every holiday season, it’s the insidious effect of compound calories. A taste here, a nibble there … hey, somebody’s got to lick that bowl. The next thing you know, those numbers have taken on an exponential life of their own, and you’re going to have to put your Fitbit into overdrive to get back on track. Fortunately, compounding has its...

Perhaps I should have known on that day more than 18 years ago, when I caught my own breath listening to my son Devon’s beating heart for the first time: I was about to give birth to a talented and enthusiastic drummer. Regardless of where the future takes him, I hope Devon will always march to his own beautiful rhythm – the one that we celebrated recently at his Seniors...

As my niece Jessica and many of her peers get up and running in their new careers, they face one more important financial challenge. In school, there are the three Rs: Reading, Writing and Arithmetic. Post-graduation, most young adults must manage one or more of the three Cs: College loans, car payments and credit cards. This can get in the way of your otherwise-solid head start on saving and investing...