529s and Estate Planning: What's the Connection?
This article points out an often overlooked characteristic of 529 plans -- their potential estate planning benefits.
US Equity Cycle Update
After a volatile 2018 I figured it was prudent to share my perspective on 2018 and looking forward to 2019. For existing clients, I thank...
Are You Undercutting Your Efforts to Build Wealth?
Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water (or underwater)...