Blog Archives

How Will Tax Reform Affect 529 Plans

Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary

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Why Choose a 529 Plan for College Savings

Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes.  These types of plans were introduced in 1996 to help taxpayers save for college

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What is a Trust?

  What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals

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What are Investment Decisions Based On?

Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions.   A few factors to consider but are not limited to 1) take an honest look at your

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What is the Financial Planning Process?

“What is THE FINANCIAL PLANNING PROCESS?” Creating a financial plan requires you to examine your current situation, set goals and decide how to measure your progress.  A CFP ® professional is uniquely qualified to take you through the financial planning

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Market Volatility… Relax.

I’m dressed in my pink savvy women wealth management golf shirt today because it signifies that sometimes you just need to relax. It seems that every time the stock market goes down, as it did by a little more than

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