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How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
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What You NEED to Know!
Congress just passed two very important pieces of legislation – the SECURE Act & the CARES Act. Both have many important…
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CFP® Certification
Many people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key differentiator between the two…
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Social (In)Security
In the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one of their top worries…
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Second Set of Eyes
For our analysis work, we have at least one other team member review the methodology, results, and conclusions to minimize…
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The New Retirement
Saving and systematic investing have always been such a significant focus of Retirement Planning that it can be an overwhelming…
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Education Planning
If you wish to contribute to your school age child’s/grandchild’s education, those expenses should be part of your financial plan. Considerations…