Gifting Strategies for Today

Gifting Strategies for Today Strategies for gifting today There are many options for gifting to loved ones.  The goal of a long-term financial plan is to save and invest enough so you can fund their lifestyle and live comfortably in retirement. Additionally, the hope is to be able to leave a...

Vacation Home Rental

Vacation Home Rental Vacation Home Rental Tax Treatment and Other Considerations A vacation home, be it a cabin, lake house, or a warm-weather escape from harsh winters, can be a great asset for your family to use and enjoy. These second homes are so often where we gather with loved ones...

529 College Savings Plan Unused

529 College Savings Plan Unused What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your child is just about ready to enroll in college. Suddenly, your child’s need for the account...