by Julie Long | Sep 18, 2025 | General, Investment, Retirement
Children are a special blessing and their arrival brings boundless love and joy into our lives that you can’t put a price on. But adding a child to the household impacts the family budget in very measurable ways. Whether this is your first child or your fourth,...
by Katie Brown | Feb 13, 2025 | General, News
Estate Planning and 529 Plans When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and...
by Katie Brown | Feb 6, 2025 | General, News
529 Plans: The Ins and Outs of Contributions and Withdrawal 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points...
by Katie Brown | Jan 30, 2025 | General, News
The Sandwich Generation: Juggling Family Responsibilities At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same...
by Katie Brown | Sep 26, 2024 | General, Insurance
Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...
Best-In-State Wealth Management Teams (2025 & 2026) 