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Is it Worth Hiring a Financial Advisor for College Planning?
Many people invest in professional services. They pay a MD for medical help, a CPA for tax prep, a JD to represent them in court.
May 11, 2024
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If you are reading this, I assume you’re not a fan of paying taxes. We’re not either. With this guide, you will learn how to pay the least amount of taxes, not just in any given year, but over the course of your lifetime. This distinction is important, because there are all sorts of ways to reduce taxes in the current year… but it often comes with a tradeoff later on, which may mean much higher taxes. Knowing the difference can save you millions of dollars in taxes.
Many people invest in professional services. They pay a MD for medical help, a CPA for tax prep, a JD to represent them in court.
I’m often asked, “When’s the best time to start saving and planning for college?” My answer is, “The day your kids were born. And the
College is crazy expensive. We all know that. Again, $100k+ for a 4-year degree at an in-state public university and over $300k for an elite
Throughout most of our lives, we go to work, money comes into our bank accounts, money goes out, and most of us never think about
Ok, I will admit, that was a pretty clickbait-y title. But if you are here, it worked, right? Just hear me out- most people are
Let me tell you a story. A true story, not some bullshit I made up for the sake of allegory1. It was June of 2022,
These lists have been done before, and they can be so damn generic. They were almost certainly written by someone that has never actually worked
I’m unusual. I’m a Financial Advisor (among else, see below) but unlike many FAs, I focus on playing defense, not offense. Let me explain. I’m a Certified
One of the most common questions prospective clients ask me is, “Why does college cost so much?” But what they’re really asking is, “Why does
I will admit, the title for this was worded… weirdly. But it conveys exactly what I want it to. Occasionally, when I ask clients what
Well hello there, good lookin’! I want to make one thing abundantly clear- this ain’t your father’s money blog, and I’m not your father’s financial
**Uncover Tax-Saving Strategies Throughout Your Life** Join us on May 13 at 7pm EST to learn how to minimize your tax burden and maximize your
Every year, Registered Investment Advisors (like us!) have to update their registration with their state and the SEC, and are required to inform the public.
Register here: https://bit.ly/43DwSUV Date & Time Apr 10, 2024 05:00 PM in Central Time (US and Canada) Description If you’re a parent, you may be worried about
FREE Live College Financial Planning Webinar Parents of college-bound students: Stressed about the cost of college?Not sure how you’ll pay?Too much income to get financial
by Kyle Thompson, MBA, CEPA Employee Stock Purchase Plans (ESPPs) are a relatively common benefits program within larger corporations that employees can take advantage of,
