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

Understanding Risk
Jul 9, 2025

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.

Market Update – America Gets Record High Stock Prices for Its Birthday
Jul 7, 2025

As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”

Retirement Planning Birthday Milestones
Jun 20, 2025

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.

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