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The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
While each person has different long-term goals, a common future desire that exists for most people is retirement. There's a day coming when you won't want to, or can’t, work anymore, and your income will need to be replaced. This is a huge “future self” liability that has to be considered.
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
For most Americans, their house is their most significant asset. But it’s also the most personal one. There's a lot of emotion inside those four walls. If you want to buy your first or next home, it’s crucial to have a game plan going into it. Here are a few principles to consider when it comes to buying a home.
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
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