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The Hidden Costs of Managing Your Own Money
The Hidden Costs of Managing Your Own Money There are costs—explicit and implicit—with managing a long-term investment portfolio yourself. Make …
Charitable Giving Strategies – Alternatives to Cash
Looking to maximize your charitable impact while minimizing your tax burden? Explore effective charitable giving strategies for optimal results. Giving …
College Savings Roadmap
Saving for college can seem daunting, but with the right strategies and planning, you can help ensure your loved one …
How much will college cost and how much do I need to save?
The College Board conducts an annual survey that provides valuable insights into average college costs in the United States. Here …
Convert and Pay Less?
Roth IRA conversions can be a powerful tax-saving strategy; however, it is important to be aware of how they work …
Tax Sunset – What’s Coming?
A tax sunset refers to a situation in which provisions of the tax code are set to expire at a …
Nearing College – What to Consider!
As a child approaches college, there are many things that parents should consider. One of the critical areas of concern …
529 Plans – More Flexibility?
Many families worry about their children’s college attendance, funding, and plan changes. A 529 plan saves for college with tax …
Student Loan Forgiveness – What’s Next?
On June 30th, the Supreme Court invalidated the Biden administration’s student loan plan. Consequently, starting October 1st, 43 million Americans …
Jobs Market – Mixed Signals?
May’s jobs report left onlookers with mixed emotions. As strong nonfarm payroll additions were a sign of economic strength, slowing …
Time to Shift To International?
Over the last 10 years, the S&P 500 produced an annualized return of 12.48%. During that same period, the MSCI …
5 Ways Financial Planning Can Help
We understand developing a comprehensive financial plan may sound like an overwhelming task. But for successful investors, it’s the foundation …
