Posts Tagged "investment"

Don’t Share Real Estate Ownership

Mar 15 2010

I have very few must-do’s and should’s in my life and for the lives of my clients.  This one, though, I’m clear…

Saving for College—the 529?

Mar 08 2010

People are often surprised that I don’t recommend using 529 plans as a college savings plan.  Section 529 of the Internal Revenue…

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