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Life events can be an opportune time to connect with the next generation,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Administration unveils plan to cut taxes and simplify tax code,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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There’s still time to reverse course on a Roth IRA conversion,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Planning for college: High school seniors close in on the finish line,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Planning for college: High school juniors sharpen focus on goals,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Considerations for property loss in the wake of Hurricane Harvey,
Posted on by Bill Cass, CFP®, CPWA® in Insurance/Risk Management
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Planning for college: Considerations for high school freshmen and sophomores,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Consider creating a checklist as students head off to college,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Higher education tax breaks may be overlooked,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Don’t lose sight of discretionary spending in retirement plan,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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