Michael Crawford, Agent with New York Life

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to catch up about life, goals, and the future. Not sure where to start? These questions can help.

It's finally time to return to all the projects we shelved a year agoand start thinking up new ones. If mortgage protection falls into either of those buckets for you, give me a call and we'll get started.

Pro tip: Follow the IRS instructions carefully to ensure you get a payment.

This should help break down the process of defining your sense of purpose.

Do you know all the ways money from a 529 plan can be spent? Options include grad school, K-12 expenses, and even the possibility of transferring the funds to another family member.