When Should I Start Saving for College?
October 23, 2023
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At what point as a parent should I start thinking about a kid’s college education? That’s a great question. Realistically,
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What is the Difference Between Saving for College and Retirement?
October 23, 2023
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There are drastic differences between saving for retirement and saving for college. The biggest difference is the length of time
How Can I Use Life Insurance as a Savings Tool to Help My Children?
October 23, 2023
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There are a lot of different ways that you can use policies and plans to augment savings. One way is
How Can I Fund a Trust?
October 23, 2023
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There are many options for funding a trust. You could use a life insurance policy. You can use an annuity.
When Should I Set Up a Special Needs Trust?
October 23, 2023
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Ideally, it’s important to get a trust set up prior to age 17 because it takes anywhere from three to
Interview – The Business Power Hour with Lisa and the Music Man
July 28, 2023
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Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.