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08/23/2024
529 College Savings Plans and Updates from Secure Act 2.0
529 plans have long been a hot topic for college education. Most…
08/07/2024
The Art of Wealth Management
I am neither an economic savant, nor do I hold a Nobel…
07/26/2024
Budgeting Excuses
A budget in the simplest definition is a tool used to track…
06/28/2024
Preparing for Potential Tax Increases
With presidential elections just around the corner and the associated uncertainties, it…
06/21/2024
Inheritances Can Include Debt
When we die, what happens to our debt? Unfortunately, the debt we…
05/31/2024
The Vital Lifeline in Finance: The Value of a Second Opinion on Your Financial Wellness Plan
In a world where the complexity of personal finance is more pronounced…
05/23/2024
The Importance of Measurement in Personal Financial Management
The principle “If you can’t measure it, you can’t manage it” applies…
05/09/2024
Social Security Planning
Recently in a meeting Phil and I were talking to someone, and…
04/26/2024
Affordable Housing
Have you heard the groans of college grads and young professionals, overwhelmed…
03/28/2024
Debunking the 50/30/20 Rule
One of my favorite quotes by Albert Einstein is, “Every problem should…
