Saving for college with a 529 plan

College savings with a 529 plan

What is a 529 plan The 529 plan is a tax-advantaged state-sponsored investment plan, which allows parents to save for their children college expenses. In the past 20 years, college expenses have skyrocketed exponentially putting many families in a difficult situation.  Between 1998 and 2018, college tuition and fee have doubled in most private non-profit Read more »

A financial checklist for young families

A financial checklist for young families

I recently had the chance to work with several young families looking for help to build their wealth and improve their finances. We discussed a broad range of topics from buying a house, saving for retirement, savings for their kids’ college, budgeting and building legacy. As a financial advisor in the early 40s, I have Read more »

11 Effective financial strategies for business owners

11 Effective financial strategies for business owners

Eleven ways to boost and protect your wealth Small and mid-size business are the backbone of the US economy. Entrepreneurship and creativity have been moving the American economy for centuries. In fact, US has one of the best grooming environments for start-ups and small businesses.  Many flagship consumer brands like McDonald’s, Starbucks, and Apple started Read more »