We searched our Vlog archives to unearth some hidden treasures. In this oldie but goodie, Johanna shares her personal success story on raising her sons to be financially independent.
It hasn’t all been success, though. In this video, Johanna refers to the post Money Mistakes I’ve Made, where she bares her soul to show that we all have a “history”.
If you’re interested in scheduling a free initial consult with us, click here (do not use the link listed in the video).
We have an awful lot of expectant physician client families right now – something in the virtual water, I guess! A common question is how to save for education. What accounts, how much, when, for whom and so forth. So this month’s Doctor Dilemma is for all of you parents-to-be and grandparents-to-be who are trying to sort this out. Continue reading
My November article speculated on what was coming in the new tax bill and how it would affect us. Of course, the final version tilted the whole structure off its foundation rendering that article into garbage right now. And then the IRS kept tinkering with what expenses are and are not allowed in 2017 – almost down to New Year’s Eve, so December was a chaotic month for tax planning, to say the least. Continue reading
Now that you can use your 529 account for K-12 tuition (thanks to the TCJA passed in December 2017), should a Coverdell Education Savings Account (or “ESA”) have a place in your education planning? ESAs are often considered a low-income substitute for a 529 Continue reading
TCJA had a gift for those of us who are saving for college using 529 accounts. Michelle talks about new ways you can use those funds and with a quick lesson on all the changes. And what about Coverdell ESAs – are they worth the bother? Continue reading
When is the right time to start saving for your child’s college fund? Continue reading