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529

What the New Tax Law Changes Mean for You

I hope everyone is having an amazing holiday season! The Tax Cuts and Jobs Act (TCJA) has been signed into law as of December 22nd, and there are a number of major changes for individuals and businesses. After digging into the 235 page bill, and additional sources, such as the Tax Policy Center, I developed a summary of items you need to know to properly plan for the upcoming year, and beyond.…

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What type of investments should I establish for my children?

Someone asked me a my opinion on which investments to establish for their children. I thought others may be interested so I’m posting my response for everyone. There are several great options for investing on behalf of your children. Disclaimer: I am not an investment adviser. Information presented here is purely for informational purposes. For detailed advice, be sure to speak with an investment professional before making a decision. 529 Plans If…

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