Areas of Expertise
In the arena of college savings, it’s important to know the difference between the plans that are available and their distinguishing components.
529 College Savings Plans
FAFSA Guidelines
Market Risk within plans
Tax-Advantaged Savings Vehicles
Plan Penalties and Limitations
Retirement planning
When it comes to retirement planning, the most important determining factor is the amount you are able to contribute towards your goal. The second most important factor is time. How much and how long determines how well you will do in reaching your retirement goals.
Areas of Expertise
Let’s sit down together to discuss how we can meet the goals for your retirement plan. These are some key points to consider during our meeting:
Determining How much you will need for retirement
Contributions
Distribution age
Tax Advantaged plans and Supplemental Income
Contingency plans