Jackie Goldstick, CFP® and A.J. Hackett

Best Practices for Year-End 2020

Charitable Giving, Investing, Life Planning, Planning Perspectives, Risk Management, Taxes, Workplace Retirement Plans (401k, 403b and 457 plans)By Jackie Goldstick, CFP® and A.J. Hackett December 11, 2020

As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all that you can from a financial planning standpoint before December 31st, as well as be sure you are positioned well for the year ahead. With that in mind, here are…

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2020 Education Funding Provisions

College Funding, Insights, Planning Perspectives, SavingsBy Jackie Goldstick, CFP® and A.J. Hackett June 5, 2020

Beginning at the end of 2019 with the passage of the SECURE Act and then continuing with the CARES Act which was passed in response to COVID-19, there are important provisions that those with 529 plans and/or student loans should be aware of. 529 Plans Tuition Refunds In response to the pandemic and the fact…

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