EXECUTIVE SUMMARY Historically, the path to retirement has been filled with a lifetime of work, typically at a job that the worker isn’t completely passionate about, leading to feelings of incompleteness and
Many couples have a designated spouse who handles the family finances in the relationship. They meet alone with their financial advisor and make decisions that affect the lives of both people. While
529 plans are great investment vehicles to save for education expenses while remaining tax-sheltered, when used for qualified expenses. Thanks to the Tax Cuts and Jobs Act of 2017, there are even
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