As parents, most of us have kids that participate in extra-curricular activities whether its soccer, band, gymnastics, drama or anything in between. In all of those activities our kids have a coach; someone who is teaching…
As a retirement savings vehicle, almost everyone has at least one IRA. And the Roth IRA has become a very popular option when it comes to planning for your children’s future. Let’s take a closer look…
To be honest, we are not huge fans of the Coverdell ESA. Beyond limiting you to funding educational endeavors alone, there are some other pitfalls that people can fall into if they don’t understand the Coverdell…
What if you could teach your kids about investing with a real-life, real-time investment instrument? That’s what Uniform Gift to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA) accounts are. As you can imagine,…
We are so grateful to be able to work with so many uncommon people. That was why we started the podcast and why we love to highlight people at our holiday party by handing out our…
If you are planning on sending your children to college, you have probably heard of 529 plans. Named for Section 529 of the Federal Tax Code, a 529 plan is a college savings account that’s exempt…
You want to do all you can to launch your kids into adulthood with every advantage you can provide them. That’s only natural. There are numerous investment tools that we’re going to be exploring in the…
We are producing several articles right now that have to do with helping you and your kids save for their potential college education or for wherever life takes them after high school. One of the unique…
There are lots of advisors out there holding luncheons, steak dinners and seminars trying to scare seniors into giving them their numbers, so they can provide a “Social Security report” or filing strategy.” This is a…
This will be the last of our COVID-19 posts. We feel that the United States is flattening the curve and all 50 states are now in some phase of re-opening. We hope these posts have been…
During this time of quarantine, it seems that people are forming stronger opinions on just about any and every subject as more time passes. And these opinions seem to be more and more polarizing. This is our…
