Saving for College 101
Here’s a crash course on saving for college.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this handy calendar to remember the year’s most important financial dates.