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Choosing Between a 529 Plan and UTMA: Your Quick Guide
Choosing Between a 529 Plan and UTMA: Your Quick Guide
According to the College Board1, the average cost of college for 2017 was $34,740 at private colleges, $9,970 for in-state residents at a public colle
5 Types of Investment Fraud You Must Know
5 Types of Investment Fraud You Must Know
A critical skill for any investor is the ability to spot a financial scam when presented with one. Unfortunately, all too many investors are fooled ev
5 Commonly Heard Myths about Social Security
5 Commonly Heard Myths about Social Security
Upon retirement, many of us expect to receive our Social Security benefits – a much needed supplement to our income in retirement. And due to this exp
When a Marriage Ends, What Happens to Your IRA?
When a Marriage Ends, What Happens to Your IRA?
Though no one likes to admit it, divorce is a very real possibility for many marriage in the U.S. – with between 45 % estimated to fail*. It is undoub
Tax Advice for Hurricane Victims
Tax Advice for Hurricane Victims
As a business with one of our locations in Florida, we are all too familiar with the ways a hurricane can flip your life upside-down. This year has al
Why Many Trusts End Up Failing
Why Many Trusts End Up Failing
A trust can be a powerful estate planning tool – protecting your assets from creditors, shielding your estate from loss, safeguarding benefits for the
Caring for Your Pets Once You’re Gone
Caring for Your Pets Once You’re Gone
Though not an unusual request, we realize that estate planning for a pet or pets is not all that common. For many people, their pets are viewed as mem
What is Risk Tolerance and How Do You Determine Your Own?
What is Risk Tolerance and How Do You Determine Your Own?
Thinking about risk in investing can elicit a number of emotions. Does it mean the opportunity for great returns? Or does it bring up thoughts of bein