Financing College – A Primer
College expenses and associated debt are becoming a more prominent concern for families of all income levels. There are still many options for financing college education.
Health Savings Accounts
There are many people who are unfamiliar with Health Savings Accounts (HSAs), or are unaware of their HSA’s benefits.
Finding Diamonds in the Rough
Finding diamonds in the rough on the East Coast of the United States might seem a little far-fetched. However, if you own undeveloped property, you may be surprised by some figurative diamonds in the rough you might find on your property.
Social Security Claiming Strategies
For years, wealthy clients have discounted or even minimized the benefits of Social Security in their long-term financial plans. Social Security and the timing of claiming benefits can significantly impact a client’s financial lifestyle in retirement.
Collectibles as an Investment
Art or collectibles, such as rare stamps, furniture, jewelry, coins, clocks, motor vehicles, wine and historic memorabilia are unique investments that can make up a sizeable portion of a person’s estate.
Home Is Where the Taxes Aren’t
For many successful families, there are two crucial, but often overlooked factors in deciding the best place to live: (1) taxes and (2) asset protection. Some states have much more favorable laws on these issues than others.