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
Over the past decade, many things have changed, and new trends have emerged. From the technology that we use in our everyday lives, social reform, and most recently… Read More »ESG Investing Part 2: Changing the Game