by Jason Sechrist | Feb 26, 2024 | Taxes
KEY POINTS: The cost to raise a child has become expensive for parents in the U.S. For instance, 47% of parents spent more than $1,500 a month on child care expenses in 2023. To help get a return on these costs, here are two tax credits parents can look into. READ THE...
by Jason Sechrist | Feb 20, 2024 | College Planning, financial planning
The arrival of a newborn is a momentous occasion for parents that often prompts them to consider their child’s financial future. While it might seem far away, they realize large expenses may come as the child reaches adulthood, including college, a house and a...
by Jason Sechrist | Feb 12, 2024 | Taxes
You’ve done well in life, and now you want to share some of your wealth with the people you know and love. Perhaps you want to help your children make a down payment on a home. Or contribute to your grandchild’s college savings plan. Or give a retirement gift to a...
by Jason Sechrist | Oct 5, 2023 | estate
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things. If you’re like most Americans, you don’t have a documented estate plan. A 2023 survey by Law Depot revealed...
by Jason Sechrist | Sep 28, 2023 | retirement
Retirement plans for the self-employed range from the good to the outrageously good, and can allow you to save much more than you ever could with a traditional employer plan. A well-chosen retirement plan can allow entrepreneurs and the self-employed to bankroll a...