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529 Saving Plans for Your Grandkids’ College

529 Saving Plans for Your Grandkids’ College

“If you use a 529 plan to save for a grandchild, here's what you need to know.”

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Gifting Can Be a Smart Estate Planning Tool

Gifting Can Be a Smart Estate Planning Tool

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

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Can I Retire and Still Pay for My Kids’ College?

Can I Retire and Still Pay for My Kids’ College?

A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving

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Rolling Stone Jagger Needs Estate Planning for Expected Arrival

Rolling Stone Jagger Needs Estate Planning for Expected Arrival

When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the

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A 529 Savings Plan for the Disabled?

A 529 Savings Plan for the Disabled?

This isn’t exactly a 529 plan. However, it’s sort of like one. It’s a new kind of account that’s similar in some ways and is

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Don’t Postpone Your Retirement because of These Mistakes

Don’t Postpone Your Retirement because of These Mistakes

If we don't do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That's what the CPA Practice

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Stock Gifts to Grandkids: Does it Make Sense?

Stock Gifts to Grandkids: Does it Make Sense?

What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities.  While this may have been initially driven

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Estate Planning Options for High-Wealth Individuals

Estate Planning Options for High-Wealth Individuals

While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because

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