529 Plans – How They Look Today
by: Susan Hagley, MST Senior Wealth Strategist The cost of education is notoriously high, leaving some families wondering about the best strategy to save for
Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.
by: Susan Hagley, MST Senior Wealth Strategist The cost of education is notoriously high, leaving some families wondering about the best strategy to save for
“All failure is failure to adapt, all success is successful adaptation.” – Max McKeown, Adaptability: The Art of Winning in an Age of Uncertainty. This
“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized their full lifetime
Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several
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