Blog
One of my primary goals as a financial advisor is to provide you with the education and resources you need to take charge of your financial life. These blog topics should help you to clarify questions you may have.
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Transfers to a Roth IRA: A New Feature for 529 Plans
The ability to roll funds penalty-free from a 529 plan into a Roth IRA was one…
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What To Do With Your Tax Refund
There is no shortage of articles suggesting what you should do with your tax refund. This…
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How to Save on Taxes Even After the New Year
Tax planning is a process we go through with clients to minimize taxes over the course…
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How to Choose a 529 Plan
Saving for college can be a complicated endeavor. If you’re trying to decide where you should…
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SECURE Act 2.0
Congress passed a new spending bill just before the end of the year which included a number…
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The Mouse Moral – Why Comprehensive Planning is Important
I was recently reading this book with my son. It’s a story about seven blind mice…
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How to Know if You’re Having the Right Amount of Tax Withheld
Have you ever received a big refund or had a big amount due when it came…
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Self-Employed Retirement Savings Options
One of the most difficult aspects of being self-employed is not being able to rely on…
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How The Gift Tax Works
When you give gifts to anyone other than a spouse, gift tax rules may apply. But…
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How Traditional Financial Planning Has Failed Young Families
Financial planning has historically been almost inaccessible to young families. And this primarily comes down to…
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Why You Need Life and Long Term Disability Insurance
If you have someone depending on your income, life and long term disability insurance are a…
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5 Reasons Young Families Need a Financial Plan
As a young family, you probably know that it would be beneficial to get your finances…
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