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...
Best-In-State Wealth Management Teams (2025 & 2026) 