Assessing Your Financial HealthRecent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve considered it. Either...
ESTATE PLANNING Solving Problems Before They Happen If the word “estate” brings to mind mansions, private islands, and offshore bankaccounts, we’d like to encourage you to think about it a little differently.An estate plan isn’t just for the wealthy. That’s because...
College Savings PlanningQuestions to ask when selectinga Section 529 Plan When comparing 529 plans, consider these questions to determine if a particular plan has the flexibility to meet your needs. Are there state tax benefits for residents or negative tax...