Month

October 2020
529 Education Savings
Whether it’s the new school year for your kids or expanding your own career plans, the fall of the year moves our thoughts toward learning something new. Most Americans start education programs and plans in the fall from Pre-school through adulthood. Education conferences are attended more often in the fall of the year than at...
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Giving Hands With Accompany Text
Many charitable organizations obtain their highest donations at the end of the year. The holiday season brings gratitude and giving front and center in our hearts and minds. Giving to those in need is especially important during the fall and winter when temperatures drop, resources become scarce, and being with loved ones may not be...
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Tax planning
Taking the time to plan for short-term or long-term goals such as retirement is an investment that will ALWAYS pay off. Unfortunately, your goals can be impacted by multiple factors that can make accomplishing them more difficult even when times are not challenging. Following these three simple steps below can make achieving your big, amazing...
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