August 2018 Client Bulletin

Our¬†August 2018¬†client bulletin takes a look at how the new tax law affects 529 plans, the G.I. Bill (it’s forever), and education as a small-business fringe. Not sure about something you read? Think it may apply to you? Give us a call!

August 2017 Client Bulletin

This month we take a look at increasing college costs, FAFSA planning, asset allocation in 529 plans, the Trump tax plan, and how small business retirement plans compare.