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Become a Client: 833-940-4771
Become a Client: 833-940-4771
Become a Client: 833-940-4771
Tony Betancourt, CFP®
Apr 17, 20233 min read
College Funding Alternatives to the Section 529 Plan
Funding alternatives to the Section 529 Plan
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Jessica Cheng, CPA
Apr 16, 20233 min read
How to get the most out of funding for college..
Section 529 college savings plans are tax-advantaged savings plans that are designed to encourage saving for future college expenses....
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Jessica Cheng, CPA
Apr 15, 20234 min read
Why Women Should Invest Differently Than Men
Investing is an essential aspect of building wealth and securing financial independence. While both men and women can benefit from...
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Jessica Cheng, CPA
Apr 15, 20233 min read
Strategies for Overcoming the Financial Challenges Faced by Women
In this article, we will explore the financial planning challenges that women should address differently than men to protect not only...
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Tony Betancourt, CFP®
Apr 15, 20233 min read
What is the process for determining the recipients of your assets after you pass away?
estate planning strategies
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Tony Betancourt, CFP®
Apr 15, 20235 min read
Be prepared to deal with one of retirement's biggest expenses..
The Hidden Healthcare Costs in Retirement When it comes to retirement, healthcare expenses are often an afterthought for many Americans....
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Jessica Cheng, CPA
Apr 13, 20232 min read
As a homeowner, are you taking advantage of the numerous tax benefits that come with owning a home?
benefits of owning a home
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Tony Betancourt, CFP®
Apr 13, 20233 min read
Managing Retirement Assets for Business Owners
As a successful business owner, you have likely accumulated significant net worth over the years through your closely held family...
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Tony Betancourt, CFP®
Apr 12, 20233 min read
Why you should meet with a financial advisor and attorney when going through a divorce
Don't go through a divorce alone
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