When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
Financial planning for families with special needs.
For many high school seniors, the pressure to pursue higher education immediately after graduation can feel overwhelming. Well-meaning parents and school counselors often unwittingly contribute to this pressure through conversations about college plans, arranging campus tours, or assisting with applications.
It’s curious how certain times of the year are widely popular for certain life events.
If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is you may be able to reduce these costs by maximizing the tax strategies available to you.
If you have a minor child or dependent loved one with special needs, chronic illness, or any disability, special needs financial planning concerns are likely top of mind.
Here, we highlight a few strategies we recommend to our business owner clients. While these strategies may not be new, we believe it’s always beneficial to revisit them.
During the holiday season, you may have some long-anticipated plans to spend quality time with your loved ones.
Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.
A key aspect of effectively managing a small business is establishing a retirement plan that is appropriate for your organization.
