The thought of paying for college can be overwhelming for many people, but a lot of the stress and pressure can be relieved with careful planning. There are many college savings options and saving in a 529 plan is a great option to consider. 529 plans are tax-advantaged education savings vehicles and are one of […]
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Financial Planning Issues for New Parents
My wife and I recently celebrated the birth of our first child, so it felt appropriate and timely to discuss some of the financial planning issues related to growing a family. As you prepare for life with your new child, it is time to prepare a new financial plan for your family or make any […]
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How Does Everyone Feel About Taxes?
I’m assuming you all have answers I don’t want to hear. Last quarter, Amy Cudia (Tax Advisor) took the time to tell you about Federal tax credits and how they work. Let’s discuss even more ways to save you money. WITHHOLDING I know what you’re going to say: Changing my withholding doesn’t change the amount […]