I recently had a conversation with a client who had a big fat 529 plan and was planning to take a distribution from it to pay for his child’s first college tuition payment. We both knew that this 529 ...
Because of the COVID-19 pandemic, companies are compelled to find new ways to communicate with their audiences. Many are unsure whether they should communicate at all; and even if they know they ...
What Is Cash Flow-Based Financial Planning? Cash flow and income are two terms often used interchangeably, yet they serve different functions in financial planning. Income represents the earnings a ...
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