A Crash Course in 529 Plans and Their Impact on Financial Aid

October 25, 2021

Presented by Ben Murphy, CPA, PFS™: Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them.  Start with the Basics 529 plans are Read More...
A Crash Course in 529 Plans and Their Impact on Financial Aid

October 18, 2021

Presented by Dean Elliott: Although commonly associated with multimillion-dollar offshore trusts, asset protection planning takes many forms and may Read More...
Social Security as Taxable Income

October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the Read More...
Introduction to Capital Gains Tax

October 1, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: For many investors, capital gains tax is among the more confusing financial topics. Yet a basic Read More...
529A Accounts for Special Needs Individuals

September 27, 2021

September is College Savings Awareness Month. Learn how 529A accounts will be an integral part of financial planning for families with special needs Read More...
Ways to Better Protect Yourself from Identity Theft

September 20, 2021

Presented by Dean Elliott: As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although Read More...