Our legacies are so much more than money. One of my sons recently got married. It was a beautiful event, and it got me reflecting on my own experiences when I was in my thirties. At that age, as a young husband, father and budding financial planner, did I make good...
Saving for future education expenses is one of the most common financial goals. Whether the beneficiary is a child, a grandchild, or other family member. The preferred “vehicle” for those savings – the type of account – has certainly changed with tax laws and times....
