529 Accounts Can Pay for Private School Expenses
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
Category: Major Life Purchases
What To Do With an Inheritance
You’ve just unexpectedly received a large sum of money and are not sure what to do with it. Read on for some insights that will help you now, and down the road.
Categories:
Industry Ideas,
Major Life Purchases
What We’re Reading This Week: Part II
This week we are reading about autonomous electric cars disrupting the marketplace, one Economics professor’s bubble predictions, and Trump’s tax plan that may help you purchase a new car!
Your Home and “The Wizard of Oz”
In this blog series, we have been examining the things that “THEY” have taught us over the years as truth. Today, we are going to look at some of the things that “THEY” have taught us about real estate.
A Tale of Two Houses
This week, Nick Pagano discusses two different ends of the housing spectrum: purchasing and foreclosure. While these two situations tend to evoke very different reactions, they are both deeply emotional. Check out Nick's latest blog for tips to stay level-headed in these circumstances.
Categories:
Family,
Major Life Purchases
The Downsizing Journey: Part II
This week, Nick Pagano continues his downsizing journey and dives into the thought process behind the next step – finding a new place to live.
The Downsizing Journey
In previous blogs, Nick Pagano has discussed the opportunities and challenges one might face when looking to downsize their house – whether in retirement or when the kids move out. Now, Nick and his wife are in the midst of the process themselves and have a few thoughts and tips that may help you when your time comes.
Categories:
Family,
Major Life Purchases
To Downsize or Not to Downsize
This week Nick Pagano not only looks at the tangible savings associated with downsizing in retirement, but also the hidden logistical costs attached to the potential move.
Categories:
Family,
Major Life Purchases
CFP Board’s 4 Categories of Savers
Chad Wotton observes the four categories of savers as outlined by the CFP Board of Standards and gives an in depth analysis on the impacts.
Preparation is Better than Panic
Nick Pagano brings to light the unforeseen expenses that can occur during retirement.