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About:cass

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CFP, Director of Wealth Management Programs

Posts by cass :

  • Tax and spending bill scaled down to pass Senate, Posted on August 3, 2022 (August 8, 2022) by Bill Cass, CFP®, CPWA® in Taxes
  • Choosing a college loan requires careful attention, Posted on July 27, 2022 by Bill Cass, CFP®, CPWA® in College Savings
  • Senate vote moves retirement reform one step closer to the finish line, Posted on July 13, 2022 (July 13, 2022) by Bill Cass, CFP®, CPWA® in Retirement/Income
  • Understanding gifting rules before the sunset, Posted on June 29, 2022 by Bill Cass, CFP®, CPWA® in Taxes
  • Deficit projections could signal higher taxes, Posted on June 22, 2022 by Bill Cass, CFP®, CPWA® in Taxes
  • Six planning strategies for a down market, Posted on June 15, 2022 (June 15, 2022) by Bill Cass, CFP®, CPWA® in Taxes
  • Regulators implement new rollover rules, Posted on June 8, 2022 (June 8, 2022) by Bill Cass, CFP®, CPWA® in Retirement/Income
  • Evaluating choices for funding college, Posted on May 25, 2022 by Bill Cass, CFP®, CPWA® in College Savings
  • Facing rising costs, college students seek varied pathways to meet goals, Posted on May 18, 2022 (May 18, 2022) by Bill Cass, CFP®, CPWA® in College Savings
  • For retirement reform, the next stop is the Senate, Posted on May 11, 2022 by Bill Cass, CFP®, CPWA® in Retirement/Income
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