Article Archives - PlumTree Financial

Category: Article

July 25, 2019

You’ve packed all of the items that were on the list from Bed Bath & Beyond, but, did you think about these scenarios? You call th

April 2, 2019May 30, 2019

529 Plans are available to everyone, there are no income limits, although gifting rules apply to the amount you can invest each year.

October 10, 2018May 30, 2019

My neighbors split many of their household responsibilities between the two of them - probably according to their likes and dislikes.

July 23, 2018June 14, 2019

As your baby goes off to college, this may be his first opportunity to manage his own money and make financial decisions.

July 16, 2018May 13, 2019

If you’re getting ready to send your first child off to college, you are both in for some new experiences.

July 9, 2018May 12, 2019

You may have been hearing that HSAs are the triple threat, allowing you to reduce your taxes today and earn tax-free income for your future.

July 2, 2018June 3, 2019

Some of our clients find that their hands seem to be tied when it comes to saving for retirement.

June 25, 2018June 3, 2019

There is too much at stake to wait. The earlier you start the harder your money works for you.

May 15, 2018May 12, 2019

Having an exceptional buyer's agent to help you find the right home is your first step to owning your dream.

April 16, 2018May 12, 2019

Disability insurance pays some or all of your salary if you become disabled and are unable to work at your job.