529 College Savings Plans are state-sponsored savings plans used to save for college or other higher education. 529 plans provide many tax benefits and distributions may be taken tax-free when used for qualified education expenses. Read on to learn more.
With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.
A summary sheet - working together for financial well being.
In this episode we discuss a few tips to help couples better organize and understand their finances in order to work together as a team.
Welcome to the Paragon Podcast. In this episode we discuss a few tips to help you cope with market volatility. Listen to find out more.
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you need to plan for your retirement income streams and distributions.