January 2019: Saving for Educational Expenses

The month of January brings a new year and a new school semester. For some parents, a new school semester means tuition bills may soon be arriving, if they haven’t already. Luckily for parents sending their children to private school for grades K-12, Congress may have brought some potential relief to saving for the educational expenses. This month’s letter provides details on this potential relief and updates to a previous newsletter. On November 2, 2017, U.S. Congress passed the Tax Cuts and Jobs Act of 2017. One of the items featured in this act was to extend the use of 529 plans to qualified expenses for students in grades K-12. Before this Act was passed, 529 plans could only be used

December 2018: New Year... New You

New Year, new you. At least that’s what a lot of people say when approaching the new calendar year. If you’re like me and you set yearly goals for yourself, whether your goals be professional ones or personal ones, for 2019 you should consider adding a category if it’s not there already, “financial goals”. For most people, there is some sort of personal financial goal they would like to achieve, like control their spending, increase their savings, or paying down some debts. For 2019, let’s make that goal a concrete one. So, for this month’s newsletter we will go over some practical ways to help you achieve these goals. When it comes to the decisions of our personal finances, there are only c

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