Holiday Gifting Within Your Plan

• Post published:December 10, 2020

When gifting your estate assets to your family, make sure consider your own retirement income needs and potential tax liabilities for you and the receiver.

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The FAFSA: The Most Important Financial Aid Form for College

• Post published:November 15, 2019

I love Christmas, but doesn’t it seem to you like Christmas starts earlier and earlier every year? Here it is November and I’m seeing Christmas decorations and ads for gift…

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Get the Most from Your Child’s 529 Plan

• Post published:August 23, 2019

Our oldest daughter, Maeve, heads off to college this week. Jill and I are very proud of her, and you know, I really am going to miss that kid. It…

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Teaching Your Kids About Financial Literacy

• Post published:January 4, 2019

It's never too early to teach your kids how to manage money and finances. Reinforce skills that will help them succeed throughout their lives.

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