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Jan 4, 2023
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
Jan 25, 2022
What issues should I consider to fund my child's college education?
This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund
Apr 2, 2020
What is your Risk Number?
What is your Risk Number?
Feb 13, 2020
The hows and whys of college savings.
The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you've already t
Feb 4, 2020
2019 IRA Deadlines Are Approaching
A new federal law must be noted here. The Setting Every Community Up for Retirement Enhancement (SECURE) ACT, passed late in 2019, changed t
Jan 30, 2020
Eight Mistakes That Can Upend Your Retirement
No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing
Dec 16, 2019
Roth IRA Conversions
Why go Roth? There is a belief behind every Roth IRA conversion that future income tax rates will be higher. If you are one of the believers