June 3, 2019
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Consider the following tips:
If you are a first-time 529’er, these tips should help you avoid potential costly mistakes. Please reach out to our firm if you have any questions. Here’s to a fantastic graduation season!
We buy pets as holiday gifts with the best of intentions. Haven’t decades of commercials shown us that there’s nothing more adorable than a cute little ball of fluff jumping out of a gift-wrapped box into its new owners’ welcoming arms?
While most of us look forward to the holiday season, it can also be a major source of stress. We’ve borrowed several fast and easy mindfulness techniques you can use to help reduce stress when your “Ho-Ho-Ho!” turns into “Oh-No-No.”
When is the last time you thought about what you’re most thankful for? If you’re like most of us, it was probably last Thanksgiving. But even crazy and chaotic years have their points of light, so here’s a handy list to help prepare yourself in case you’re put on the spot at this year’s Thanksgiving dinner. By the way, It’s also a good reminder of just how much we have to be thankful for.