What is a 529 Plan?

What is a 529 Plan?

A 529 plan is a tax-advantaged savings account that is used to help pay for college. It was initially confined to post-secondary education fees, but in 2017 and 2019, it was expanded to include K-12 education and apprenticeship programs. Savings programs and prepaid...
Strategies for setting business goals

Strategies for setting business goals

Smart leaders recognize that part of their work is identifying trade-offs and deciding what not to do and what to do. A real test of leadership is determining the relevance of multiple efforts in a resource-constrained setting. Setting and prioritizing company...
Strategies to Fund Charitable Intent

Strategies to Fund Charitable Intent

An increasing number of contributors are becoming aware of the convenience and financial benefits of donating to a donor-advised fund, which includes the option to claim an instant tax deduction and spread donations over time. Recommend investment allocation of...
Why should we make a charity donation

Why should we make a charity donation

When you choose to contribute, you may not understand that donating to charity may offer you numerous personal rewards in addition to helping your favorite cause.  Charities require your assistance to continue their selfless efforts, but giving may feel just as...
What to know about Charitable Giving

What to know about Charitable Giving

Giving to charity or exercising frequent charitable giving—whether in the form of money, products, or time—is unquestionably a healthy habit. It is critical to give back, even if you have attained success. You might even consider paying it forward; being generous is a...
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