My wife and I recently welcomed twins—Will and Ella—into the world. It wasn’t long after that that I completed 529 plan account applications—I’m a financial advisor; what did… Read More »The Cost of College: Or, Why Would I Even do the Math?
Early in my career, it seemed like every planning conversation included Estate planning ideas. Then the laws changed. The federal Estate tax went up to… Read More »The New and Proposed Estate and Gift Tax