Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Maximize Your Limits
Key Considerations as Payments Resume on Student Loans in 2023
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Fun with 529 Plans
Maximize Your Limits
Key Considerations as Payments Resume on Student Loans in 2023
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Fun with 529 Plans
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
5/29 is for 529’s
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.