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- Jan 4
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