Financial Advisor

Read more about the article Addressing Concerns about Overfunding a College 529 Plan
Addressing Concerns about Overfunding a College 529 Plan
College Planning

Addressing Concerns about Overfunding a College 529 Plan

6-Minute ReadAs schools and colleges resume classes, I often assist individuals with separating truth from fiction regarding college 529 plans.You may be uncertain about using a 529 plan, wondering what…

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August 31, 2023
Read more about the article Does a Trust Belong in Your Estate Plan?
Does a Trust Belong in Your Estate Plan?
Estate Planning

Does a Trust Belong in Your Estate Plan?

4-Minute Read In my estate planning discussions with clients, one of the most common questions I get is “Do I need a trust?” In most cases what we’re talking about…

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July 27, 2023

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