529 Plan Benefits and Updates for 2018

529 Plan Benefits and Updates for 2018

In recent weeks, we’ve been discussing higher education costs and the importance of saving for college to avoid relying on financing. In the past we have also examined different versions of the 529 Plan, which is one college savings strategy that offers a number of...
Building a Solid College Savings Strategy

Building a Solid College Savings Strategy

As the new year is upon us, some of us may be thinking about goals previously laid out or creating new goals. Some may also be thinking about their savings strategy and are aware of its importance not only for items like unexpected expenses or for treating ourselves...
Year End Tax Strategies to Consider in 2017

Year End Tax Strategies to Consider in 2017

Tax reform, particularly the uncertainty that remains as legislation continues to be debated, has led some to question what their future tax filings will look like. There are a number of simple strategies that can be useful for taxpayers now regardless of what...