
How Much Money Do You Need to Start a Trust Fund for a Child?
Find out how much money do you need to start a trust fund for a child, including costs involved and key factors to consider for financial planning.
Find out how much money do you need to start a trust fund for a child, including costs involved and key factors to consider for financial planning.
Can you rollover a 529 plan? Learn what possibilities you have with rollovers and transfers from one 529 plan to another with our comprehensive guide!
Traditional loans may not be for everyone, so why not try an income share agreement? Just ask yourself first, should you be selling a piece of your future?
The future requires leaders who can spot the right thing at the right time with the confidence to act. Learn more about raising entrepreneurial kids.
Teaching kids about money is one of the most important lessons you can use to set them up for the future. Read on to learn how to talk about money with your kids.
College costs are rising fast. One way you can save for college expenses is through a 529 plan. Did you know that you can start saving in a 529 before your child is even born?
On the surface, dual citizenship is a wonderful benefit. Dual citizenship is a benefit for most people, but it can also have financial consequences.
The Tax Cuts and Jobs Act of 2017 made some changes to the types of qualified expenses that you can deploy 529 funds against: they now allow you to use $10,000 per year for primary or secondary school tuition. The average annual cost of private primary education is estimated to be $9,631, so it’s logical to be curious about whether you can use 529 funds for private K-12 or elementary, middle, or high schools. But is it wise to do that?
The year 2018 brought substantial changes to many of our client’s tax situations. Given all the changes, we’ve assembled a concise list of strategies you can use to reduce your taxes under the provisions of the new tax law.
If you file taxes in the US, you may be able to deduct student loan interest from your taxable income. But what if the interest payments are made on a student loan from a non-US bank?