Financial Planning, Life Events
There are many important milestones in life to keep top of mind. Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track how one’s age can open or close important...
Building Wealth, College Planning
One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a 529: to pay K–12 tuition. What does this mean for...
Building Wealth, College Planning
Without a doubt, one of the biggest challenges our younger clients face is the prospect of funding college education for their children. We hear from many parents who feel as though this is an unattainable goal. That’s understandable. The average annual cost of...
Building Wealth, College Planning
Whether it’s your first child or your last-child, sending your kids off to college can be challenging, emotional and at times extremely stressful. One of the most important things that you can do to make this transition easier is to be prepared. If you have...
