Ally ChristianMay 293 min readIt's 529 Awareness Day! Here's What You Need to Know for Your Child's FutureToday is 05/29, which the financial community celebrates as 529 Awareness Day. See what they did there with the date and name? But what...
Ally ChristianMay 33 min readMunicipal Bonds: Should You Invest?The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...
Ally ChristianApr 252 min readCharitable Remainder TrustsIn our last blog post, we discussed what trusts are and how they are often used in estate planning. This week, we are focusing on a...
Ally ChristianApr 192 min readTrusts: A powerful toolTrusts are a powerful financial planning tool. Learn what the basic types are and how they work.