Gifting College Aid to your Grandkids
I posted this blog a couple of months ago about gifting to the next generation v [...]
Tax-Free Gift to Great Grandchild’s Future (Investing in a 529 Plan)
I recently had the pleasure of opening two 529 plans. One for a client’s grandch [...]
Don’t Have Millions? You Still Need Estate Planning Docs!
Estate plans are essential. One of the first questions I ask new clients and pro [...]
Millennials (and others) Avoid These Investment (Financial) Mistakes
I've been helping my younger third generation and millennial) clients establish [...]
Back to School and Tuition Costs
School for many kids started earlier this month. My kids are in their fourth week already. They are already looking forward to getting out in May next year. Tuition is in the air.
The Issue of Investing: Part 13, A Summary
Here is a summary of all of our Evidence Based Investment Articles. If you have [...]
Part 2, Market Pricing Continued: The White Noise of Daily Market Pricing
Welcome to the next installment in our series of Joss Financial Group’s EB Inves [...]
The Issue of Debt: Part 7, Student Loans
Well, the first year of college, save finals week for our oldest son Dryden, is [...]
The Issue of Debt: Part 6, Car Loans
(photo by allfordmustangs.com) The Issue of Debt: Part 6, Car Loans After I grad [...]
Do I have Enough for Retirement? Video
One of the most important questions on my clients’ minds is, “How much is enough [...]
