EDUCATION FUNDING IS ABOUT MORE THAN 529 PLANS - a guide to the different uses, taxation, and control of a 529 plan versus a UTMA.
START SAVING EARLY FOR EDUCATION - the average costs of education - from Pre-K through college - and especially at private schools, is rising at 4.11% annually.
THE USE OF INDEX FUNDS - and when there's value in actively managed portfolios.
TARGET-DATE INVESTING FOR RETIREMENT PLANNING - the pros and cons of target-date funds.
THE IMPORTANCE OF REBALANCING YOUR 401(K) - update your investments to ensure they stay aligned with your overall financial picture.
BALANCING FUN AND FINANCES IN RETIREMENT - five reasons why a solid plan can help you avoid stress and uncertainty, and enjoy the freedom to spend in retirement.
ASSET LOCATION TO OPTIMIZE AFTER-TAX RETURNS - Asset location means strategically placing asset classes based on the tax treatment of different types of accounts you have.
SMART YEAR-END TAX STRATEGIES - four ways we help clients reduce taxes now and in the future.
TAX PLANNING IS VITAL FOR 2024 - in-depth tax strategies go beyond a single year: traditional versus Roth, timing of RMDs, use of SEP and SIMPLE contributions, charitable giving.
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