How much can I invest in a 529 plan? Answer: Section 529 of the tax code requires that a 529 account not accept more contributions than are necessary to meet the qualified education expenses of the account beneficiary. A plan […]
Is Tax Day a good or bad day for you? In the financial planning world, we would say that getting a big refund means it’s a bad day… I bet you didn’t see that coming! A big refund is merely […]
Fixed vs. Adjustable Rate Mortgages Like homes themselves, mortgages come in many sizes and types, and one of the most important decisions you face as you consider your choices is whether to take out a fixed or an adjustable rate […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. How Do I Get a Copy of […]
Your Retirement Portfolio is Very Important. I am reviewing a new client’s retirement portfolio from one of the big wire houses’ and I swear there is steam coming out of my ears. Why you ask? Let me tell you: […]
