As 2018 comes to an end, it’s time to start thinking about making a plan for 2019. A wealth advisor can help you identify strengths and weaknesses, and develop a plan to meet your varied goals. Vanguard research identified three core ways professional advice brings value: Behavioral coaching Portfolio construction Wealth management To learn more, […]
A 529 plan is a college savings plan offering tax and financial aid benefits for qualified educational expenses (https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses). Each parent and other relatives can contribute up to $15,000 per child, per year to a 529 account without reporting the contribution to the IRS. A 529 account can also be “superfunded” with contributions of $75,000 […]
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