529 Education Savings Plan

Oct 26, 20212 min read

College Funding 101

Planning for your children’s or grandchildren’s college expenses is simple in theory. In execution, though, the process is often complex...

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Oct 21, 20213 min read

Family Gifts: What To Do & What Not To Do

Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your...

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Oct 28, 20162 min read

Make Certain Your College-Bound Kid Has Packed a Health Care Power of Attorney

You thought you purchased just about everything for your child for college, but don’t forget one more important item: a health care power...

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Aug 31, 20162 min read

Giving Grandkids Money for College

When a grandmother wants to give her two grandkids $50,000 each for college, there can be tax and financial aid consequences. The best...

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