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

Jul 22, 2021

The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2

Jul 21, 2021

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if … Continue reading “Coping with an Inheritance”

Jul 19, 2021

It’s long been an aspirational target for entrepreneurs. It literally goes beyond “blue sky,” in terms of location, to a place no business has gone before: Outer Space! The name of the game is commercial space travel.

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