Your Legacy: Why Act Now?
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation at www.calendly.com/efoco.
Your Legacy: Building Resilience
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation at www.calendly.com/efoco.
Your Legacy: What’s Changed?
To take advantage of these or any other financial resiliency strategies, please schedule an initial complimentary consultation at www.calendly.com/efoco.
Using 529s as a tax-free gifting tool
529 plans can be a fantastic way to save for education expenses, but did you know they can also be used as a key part of your family’s gifting plan (i.e., estate plan), even if you don’t have children or intend to use the money for college or K-12 approved tuition expenses. The key here […]
Find your 529 plan’s Magic Savings Number
A quick glance at the tuition page of a favorite college or university’s website is enough to give parents or grandparents sticker shock. Tuition has grown faster than inflation for more than two decades, long to enough to drive the average annual cost of a public four-year college in 2018-2019 to $10,230 for in-state tuition […]