Tag Estate Planning
Saving for college with a 529 plan
What is a 529 plan? The 529 plan is a tax-advantaged state-sponsored investment plan that allows parents to save for their children’s college expenses. In the past twenty years, college expenses have skyrocketed exponentially, putting many families in difficult situation.…
A financial checklist for young families
A financial checklist for young families…..Many of my clients are young families looking for help to build their wealth and improve their finances. We typically discuss a broad range of topics from buying a house, saving for retirement, savings for…
11 Effective financial strategies for business owners
Eleven ways to boost and protect your wealth Small and mid-size businesses are the backbone of the US economy. Entrepreneurship and creativity have been moving the American economy for centuries. In fact, the US has one of the best grooming…
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