If you’re estate planning, don’t miss out on the benefits of a 529 plan. Today, Paul explains what these plans are and why you should consider this tax-advantaged investment vehicle if you or your family may have education expenses. Later in the episode, Paul talks about how career counselors can help you navigate through the job world.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul talks about advisors who are encouraging their clients to invest in loans and debt to private businesses. Paul breaks down
Paul talks about end-of-year tax strategies that could get you and your portfolio in trouble. Everyone wants to avoid paying too much
Today, Paul brings up a truth about markets that most investors don’t consider: The market has no memory. Paul ties this concept
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