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| Making the Most of Your Assets |
Saving for College
The price of a child’s college education can appear truly staggering when you add it up. However, timely planning and smart investing can make all the difference. A 529 collegesavings plan, for example, gives you tax-deferred asset growth while you save, and
federally tax free distributions at maturity.
Talk to Us About…
- How soon to start a financial plan for your children's education and any additional State benefits available for investing in your 529 plan
- Which financial products best support your own long-term goals
Retirement
Americans these days are more active, healthier and longer-lived than ever. The down side is that pensions or Social Security are no longer sufficient to take care of most of us throughout our lives. Planning for the financial future now means planning for a retirement that could last 30 years or more. Talk to us about how.
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