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Madison Wallace
What is a 529?
What is a 529?
According to Finaid, college tuition rates have increased at twice the rate of general inflation. In addition to tuition, you also need to factor in other costs like books, supplies, lodging, etc. Because of this […]
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Pet Planning
Pet Planning
28 Feb 2023
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70% of all households in the U.S. have a pet according to the 2021-2022 APPA National Pet Owners Survey1. It is obviously extremely popular and common to have a pet. Animals are great companions and […]
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Estate Document Basics
Estate Document Basics
12 Jan 2023
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Estate planning can be a difficult process to navigate both conceptually and emotionally. Unfortunately, it often takes experiencing a death in the family to recognize the importance of having a proper estate plan. Having an […]
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Qualified Charitable Distributions
Qualified Charitable Distributions
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in the world is the income tax.” With tax season wrapping […]
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