Education Planning

The best investment you will ever make will be in the education you provide to a loved one.

Whether for your own children, or possibly your grandchildren, our belief is that the best investment you’ll ever make is the investment you make in a loved one’s education. College costs increase each and every year, and the numbers are staggering when you project out 18-years. Setting aside money to cover these costs is something that should be done separately and independent from your other investment and planning strategies. Our education planning reports provide you with a detailed “all-in” cost analysis of in-state, out-of-state, and private universities of your choice. Then we work with you to implement the plan in the most tax-efficient manner.

Epic Insights

Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

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