by Al Maulini | Dec 20, 2023 | Financial Planning
Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified...
by Al Maulini | Dec 20, 2023 | Financial Planning
Simple steps to help build your financial foundation. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: 1. Take advantage of an employer match. If they’ll match 3%,...
by Al Maulini | Dec 20, 2023 | Financial Planning
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage. According to research by Ramsey Solutions, money is the top reason couples fight. Seems obvious, but it plays out over and over again. An article from...
by Al Maulini | Dec 20, 2023 | Business Planning Articles
Despite the small investment of time, mentoring reaps big rewards for both parties involved. There’s a new associate in your department. She works hard, shows tremendous potential, and the two of you have plenty in common. Recently she approached you about becoming...
