College Planning

How To Save For College Tax-Free

How To Save For College Tax-Free

Paying for college is high on our clients' priority list. College planning is so essential to some that people often neglect their retirement savings to prioritize saving for college. While we do not advise that clients prioritize college over retirement, it's easy to...

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How Much Should I Be Saving For Financial Independence?

How Much Should I Be Saving For Financial Independence?

You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss just what you think about him. You can kiss this job goodbye. Time to punch out for the last time, ever! It's off to the...

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How Do I Save for College?

How Do I Save for College?

There are two popular paths for college savings: a 529 savings plan or a Roth IRA. There are some accounts that I tend to shy away from (UTMA, UGMA, ESA's, & Cash Value Life Insurance) for college purposes. Depending upon the situation and risk tolerance, cash...

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How to Prioritize: Retirement vs. College

How to Prioritize: Retirement vs. College

Saving for your children's college is undoubtedly a noble goal. Many have benefited from Mom and Dad working hard to send them to college. Often without the need to take on any debt without paying them back, chipping in, or getting a part-time job. All good things....

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What Are You Saving For?

What Are You Saving For?

The planning process begins with identifying our goals.  I personally like creating t-charts (see example above).  On the left column, I create a list of reasons why I wouldn’t be able to accomplish my goals.  In my example, those are risks that can be transferred to...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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