Getting Ready for College

Getting Ready for College: It Pays to Plan Ahead

Paying for college can be a major challenge for any family. Planning ahead can help you lower your costs and broaden your educational choices. With some research and preparation, your child should be able to get a high quality education without taking on unreasonable debt…
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11 Questions About 529 Savings

11 Common Questions About 529 Savings Plans

A 529 savings plan is a tax advantaged account used to pay college expenses. Deposits are typically invested in mutual funds or money market instruments, shifting toward more conservative choices as the beneficiary nears college age. You may be considering a 529 for your child…
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Charitable Giving Strategies

Charitable Giving Strategies

Why Do We Give? Charitable Intent Income Tax Deduction Reduce Capital Gains Tax Reduce Estate Tax Unlock Assets for Current Income Charitable giving is a great way to support your favorite causes while also creating tax advantages. It’s worth considering the various options to help…
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