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Saving for College with 529 plans

Saving for College with 529 plans

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Saving for College with 529 plans ​We ALWAYS recommend that parents save for college via a 529 plan.  Current US student loan debt is valued at 1.7 trillion dollars.  Every little bit of money that can be put towards college will help students graduate with less of a...
Planning on buying a home this summer?

Planning on buying a home this summer?

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Planning on buying a home this summer? There are a few things to keep in mind. The standard way of going about purchasing a home is to ask the bank how much you qualify for, picking the neighborhood you want, and getting a 30-year mortgage. There are many pitfalls...
Financial Planning Case Study Six

Financial Planning Case Study Six

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Financial Planning Case Study Six The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For...
Financial Planning Case Study Five

Financial Planning Case Study Five

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Financial Planning Case Study Five The purpose of financial planning is to attain financial security, which everyone defines differently. In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible. For...
Financial Planning Case Study Four

Financial Planning Case Study Four

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Financial Planning Case Study Four The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  For...