529 Accounts: What if My Kid Doesn’t Go to College?
When talking about saving in 529 plans, my clients often ask me the same question: what if my kids don’tContinue Reading
Latest Posts
by Paul
May 5, 2020
529 Accounts: What if My Kid Doesn’t Go to College?
When talking about saving in 529 plans, my clients often ask me the same question: what if my kids don’tContinue Reading
10 Reasons Not to Buy That Vacation Condo
The U.S. was very lucky that Hurricane Dorian didn’t do the same kind of damage that it did to theContinue Reading
Revocable Living Trusts: And Why You Might Need One
Sarah was heartbroken. Her beloved husband, Nick, had succumbed to cancer. How could this happen? He had been so healthy,Continue Reading
Category: Planning
How State and Local Taxes Affect Your Retirement Plan Christine Benz, Morningstar, 06.10.2020 If you’re trying to figure out whereContinue Reading
Category: Parenting
Want to Raise Successful Kids? Science Says These 7 Habits Lead to Great Outcomes Bill Murphy, Jr., Inc. A goodContinue Reading
