In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Education Planning

New Tax Law Allows 529 Plans to be Used for K-12 Education Expenses

The signed Tax Cuts and Jobs Act includes provisions that will expand the…
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Helping Grandchildren Pay for their College Education

Personal finance decisions that involve multiple family members and generations…
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