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Saving for a child’s college education is one of the most important and daunting tasks parents face. Most parents intuitively understand that the cost of college attendance is increasing rapidly and that they need to save money regularly and aggressively in order to foot the...

With the strange year that we have had, it may be hard to believe that December 31st is just around the corner.  However, before we wave goodbye to 2020, you may wish to review the following strategies to see if there are any tax breaks applicable...

Living on Hilton Head Island, we have become intimately familiar with the turtle. They nest along our beaches in the summer and although I have not yet witnessed it firsthand, I have been fortunate to see the tracks of several mother turtles emerging from...

As financial planners, we get the opportunity to work with clients from all walks of life and varying types of family situations. One of the most common questions we get from clients of all demographics revolves around gifting or bequeathing assets to family members while...