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Financial Planning

Home » Archive by Category "Financial Planning"
College Savings Strategy
17 Feb
Blog, Financial Planning, Savings

What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...

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Roth Conversion Advantage
27 Jan
Blog, Financial Planning

Why 2025 Could Be Your Deadline for a Roth Conversion Advantage

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...

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College-Savings
18 Dec
Blog, Financial Planning, Tax Management

A Financial Advisor Can Help You Navigate Tax Benefits for College Savings

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...

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Rolling-Over-401k-Into-IRA-vs-New-Employer-Plan
26 Nov
Blog, Financial Planning

The Benefits of Rolling Over Your 401(k) Into an IRA Instead of a New Employer Plan

  • March 18, 2025
  • By author-avatar Zack Armstrong
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If you've recently changed jobs, you may be considering what to do with your existing 401(k). One option is to roll it over into your n...

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Give-the-Gift-of-Financial-Security(1)
26 Nov
Blog, Financial Planning, Investment Ideas

Give the Gift of Financial Security: Ideas for Investment-Themed Presents

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Why not explore gifts beyond traditional options to offer lasting value in a season of giving? Investment-themed presents provide uniqu...

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Inheriting-or-Receiving-a-Windfall
25 Oct
Blog, Financial Planning

Inheriting or Receiving a Windfall: The Importance of Using a CPA/CFA

  • November 20, 2024
  • By author-avatar Zack Armstrong
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Receiving a large lump sum, whether from an inheritance or a windfall, is a unique financial event that often brings as much complexity...

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IRA-Rollover-CL
25 Oct
Blog, Financial Planning, Tax Management

Tax Implications to Consider When Moving Your 401(k) to a New Employer

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...

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Tax-Planning-Strategies-for-Small-Business-Final-LPL
13 Sep
Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

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Estate-Planning-and-Taxes-Final-LPL
13 Sep
Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

  • November 20, 2024
  • By author-avatar Zack Armstrong
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Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

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Using-529-Plans-for-College-Savings_-Pros-and-Cons-AIW
24 Jul
Blog, Financial Planning, Investment Ideas

Using 529 Plans for College Savings: Pros and Cons

  • November 20, 2024
  • By author-avatar Zack Armstrong
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Planning for your child's college education can feel overwhelming, but starting early with a 529 plan can make a significant difference...

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