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  • Financing a College Education

    A primer for parents and grandparents.   A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what...
  • Legislative Insider – Spring 2018

    Tracking legislation that may impact your business, your estate, your retirement or your wallet.     Recent Developments   Tariffs on imported metals, Chinese imports. The federal government has officially imposed excise taxes of 25% on foreign steel and 10% on imported aluminum. Some nations are initially exempt from...
  • A New Day for 529 Plans

    Federal tax reforms lead to new possibilities for these education savings accounts.   Do you have a 529 college savings plan? Have you thought about opening a 529 plan account? If the answer to either question is “yes,” you should know about two major changes that broaden the possibilities...
  • Are Financial Advisory Fees Tax Deductible?

    In some cases, they may be.  Read on. Do you itemize your tax deductions? Then you might have a chance to partly or fully deduct the cost of the advisory fees you pay for the investment, legal, and tax advice you receive.   Under federal tax law, you may...
  • Why Having a Financial Professional Matters

    A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting....
  • How the Tax Reforms Will Take Effect

    Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1.   President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1...


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