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529 plan

Use Your 529 Plan to Pay Tuition

August Means Back to School School expenses and tuition are on the top of everyone’s minds right now. If you are sending a tuition check to a k-12 school, college, or university, you are going to want to read this. This is beneficial information for parents and grandparents!  In a previous blog about the 2018 Tax Plan,…
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Watching the Tape

August, 2018 “If you are shopping for common stocks, choose them the way you would buy groceries, not the way you would buy perfume.” – Benjamin Graham Up until recently, the word “fang” usually described things to be left alone… like rattlesnakes, vampires and the IRS.   Leave it to Wall Street to create a new type…
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Tax Reform

3 Things You May Not Know About the New Tax Plan, Part 2

Learn more about the 2018 Tax Plan Undoubtedly,  you’ve heard about the new 2018 tax reform. An overhaul of this size is bound to generate many questions and uncertainties about your 2018 filing. We’ve compiled a list that will help you identify the changes that may affect you. Use this list as a reference, and…
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Writing a book

June 2018: News, Insights & Interests

A Collection of Articles We Enjoyed this MonthTheft From the Elderly is on the RiseThis article starts out with an extremely troubling story of an older woman who lost everything through a sweepstakes scam. Stories like this can be hard to read, but the article does offer information that could help you spot the signs…
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