The recent tax bill expands 529 savings plans to include expenses for elementary and secondary education. And, the annual gift tax exclusion has increased. This is big news for education savers – no matter how much you are saving! Congress wanted to make it easier to...
education
Continuing Wisdom
I am grateful every day that I work in a firm culture that both encourages and supports continuing education at every level. As a financial planning professional, I have specific requirements for continuing education that must be met to maintain my CFP® designation,...
Investing in Human Capital
It’s always a “smart” investment strategy... When trying to establish an individual’s net worth, most people think first and foremost about financial capital—how much someone’s house is worth or how much money he or she has in the bank. There is, however, a second...