Jul 27, 2013 | Blog, Education Funding, News
529 Savings plans are popular as evidenced by an average account balance of $17,174 and total plan assets closing in on $200 billion. Their appeal is due to high contribution limits, tax-free-growth and withdrawal (must meet federal requirements). Grandparents...
Dec 28, 2011 | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed
For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year. The Basics ¨ Create a Financial Plan. By...
