generational wealth transfer Archives - CIG Capital Advisors, Inc.

June 19, 2019by CIG Capital AdvisorsAsset Management Cash Flow Charitable Giving Wealth Management

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 […]

3 Ways to Know You're Ready to Retire from Medicine

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Consolidation (and more) as a Solution to Rising Healthcare Costs

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3 Simple Ways to Improve Your Medical Practice’s Cash Flow

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Using 529s as a tax-free gifting tool