facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Thought Leadership By Our Team

%POST_TITLE% Thumbnail

Provide the Gift of Education With 529 Plan Contributions

Given the rising cost of a college education, many grandparents and family members are looking to help contribute to education expenses for their grandchildren and relatives. While it is possible to pay tuition to universities directly and be exempt from gift taxes, this exemption only applies to tuition payments, and non-tuition expenses can comprise up to 50% of total expenses for college students.

Read More
%POST_TITLE% Thumbnail

Cash Is Not Trash Anymore

With significant stock market volatility since the beginning of the year, the Federal Reserve continuing to raise interest rates to quell inflation, the war in Europe dragging on, and the mid-term elections occurring next month, it makes a lot of sense to keep a portion of your investment portfolio in cash until markets settle down.

Read More
%POST_TITLE% Thumbnail

Give the Gift of Education With 529 Plan Contributions

A 529 plan is a tax-advantaged investment account originally designed to help families pay for college. The earlier you start saving, the greater you will benefit from tax-free compounding. Withdrawals from these plans are tax-free as long as the funds are spent toward qualified education expenses.

Read More
%POST_TITLE% Thumbnail

How Money Problems Can Affect Relationships

Are you letting financial woes impact your marriage or partnership? If so, there are steps you can take to reduce the amount of stress taking a toll on your relationship. When you understand how money problems can affect partnerships, you’re better prepared to prevent that from happening in your own marriage.

Read More