Financial Planning

Make Sure Your “Estate Planner” is Trustworthy

Posted on: August 23rd, 2007
I’m still in catch up mode from being out a week in early August, which is the reason for my paltry postings of late, but this article on the Chicago Tribunewebsite caught my eye....

NC’s 529 College Savings Plan Recommended

Posted on: August 21st, 2007
Money magazine, in a August 2007 article on College Savings Plans, recommended North Carolina’s 529 Plan as a good choice for NC residents. NC’s plan features:...

Postnuptial Agreements On The Rise

Posted on: February 28th, 2007
My last post was about an article about 529 Plans in the February 24-25 2007 issue of The Wall Street Journal....

529 College Savings Plans used for Estate Tax Planning

Posted on: February 27th, 2007
An article in the February 24-25 issue of The Wall Street Journal describes how 529 College Savings plans can be used to reduce estate taxes. ...

When Do You Need a Financial Advisor?

Posted on: January 31st, 2007
Being in a college town, most of my clients are intelligent and well educated, and many handle their own taxes and investments. However, there are times when a professional’s advice can be invaluable....
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