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Tax Planning
11 Common Questions About 529 Savings Plans
A 529 savings plan is a tax advantaged account used to pay college expenses. Deposits are typically invested in mutual
Read more.What to Consider When Estate Planning for Children
If you have children, especially young ones, you absolutely should create an estate plan to address their security in the
Read more.Getting Ready for College: It Pays to Plan Ahead
Paying for college can be a major challenge for any family. Planning ahead can help you lower your costs and
Read more.Should You Consider Long-term Care Insurance?
As we get older, the odds increase that we will need long-term care services at some point. The costs are
Read more.Financial Impacts of Marriage
Most of us don’t think of marriage as a legal contract. Yet it’s a partnership which carries multiple rights, privileges
Read more.Financial Impacts of Divorce
Just as marriage can have a major impact on a person’s financial situation, so too can a divorce. The end
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