by Jud Gee | Aug 1, 2019 | Educational Articles, Financial Planning
FAMILY AND LIFE EVENTS A higher salary is reason to celebrate – and to take another look at your financial plan. A promotion is cause for celebration. You’ve worked hard to grow your career and should be proud of your newfound success. But with the new...
by Jud Gee | Jul 9, 2019 | Educational Articles, Financial Planning
ESTATE AND GIVING July 09, 2019 Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together. Wedding season, which typically runs from late spring through early fall, is officially upon us. If you are...
by Jud Gee | Jul 1, 2019 | Educational Articles, Financial Planning
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. June 26, 2019 A slow morning on the first day of summer. Baking cookies with the littles. A great meal surrounded by close friends or...
by Jud Gee | May 21, 2019 | Educational Articles, Financial Planning
Teach your children to treasure their financial legacy. Most parents appreciate the importance of traditional education in their child’s development considering the obvious intellectual and social benefits. Yet all too many forget that a financial education is also...
by Jud Gee | May 1, 2019 | Educational Articles, Financial Planning
Saving for K-12 Education with a 529 Plan Learn about using 529 plans for more than just college savings. April 22, 2019 In late December 2017, the President signed new federal tax legislation that changed how 529 accounts can be used. Though individual states may...
by Jud Gee | Mar 20, 2019 | Educational Articles, Financial Planning
In a brave new world, technology is adding to quality of life. With each passing year, the ability to truly grow older gracefully – and healthfully – is becoming easier with each new invention. The way we grow old is itself an invention of sorts. Until the mid-19th...
