Who Can Be a 529 Plan Beneficiary?
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. Who can be a beneficiary of a […]
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Retirement Savings VS College Savings- The Ultimate Decision
Saving for Retirement & Child’s Education You want to retire comfortably when the time comes. You also want to help your child go to college. But only have $1 at the end of the month… So how do you juggle […]
Pay Yourself First
As a CERTIFIED FINANCIAL PLANNER® I talk to clients regularly about the importance of living below their means. I understand that on the surface it sounds easy but in reality for some its very difficult. Either they don’t make enough […]
How Much Money Can I Invest in a 529 Plan?
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 […]
Financial Planning in Your 30’s – Don’t Make These 10 Mistakes
Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]
