Bob Gipp, CEPA®, CPFA®, MBA
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.