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Even if you can pay for college, should you?
Even if you can pay for college, should you?

Let’s talk about college costs BEFORE you need to (proactive vs. reactive) and avoid the “we’ll figure it out when we get there” mentality. Remember, unlike retirement, you can’t move that goal post with college. College costs The sticker price is irrelevant! There’s...

Will The Election Hurt My Portfolio?
Will The Election Hurt My Portfolio?

With the presidential election just two months away, the candidates’ economic policy platforms are only now beginning to take shape. Investors might be concerned about how each policy platform may impact the economy and financial markets. As with all elections, the...

Create A Trust Without Spoiling Your Kids
Create A Trust Without Spoiling Your Kids

Is it possible to create an incentivizing trust without demotivating? Typically, the goal of a trust is to pass on assets in the most efficient manner possible. That may mean avoiding estate tax, probate, confrontation, or a combination of all three! However, how do...

Dollar Cost Averaging vs. Lump Sum Investing
Dollar Cost Averaging vs. Lump Sum Investing

When it comes to investing, diversification and staying invested are the best ways to achieve long-term financial goals.  However, this is often easier said than done, especially with the markets near all-time highs. Is there an optimal frequency to invest? Let's get...

Long-Term Care: How To Plan
Long-Term Care: How To Plan

No one wants to discuss it. No one wants to save for it. But most admit they may need some sort of care. How do you plan for it? Let’s address four questions related to long-term care. What is long-term care (“LTC”)? Definition: medical and non-medical care provided...

Top 5 Tax Considerations
Top 5 Tax Considerations

You filed your taxes - you’re done, right?  Not so fast!  Now is the best time to review your return to set yourself up for success this year.  Here are our top 5 tax considerations for 2024: Did you fail to withhold or underpay your estimates? If so, review Form 2210...