Kids

Do you have kids or are you planning on having kids anytime soon? Have you ever wondered what that would change in your finances and taxes? We can help you better understand the child tax and earned income tax credits that may be utilized on personal income tax returns, as well as succession planning for the future.

We also offer college planning including funding through 529 plans, consulting on scholarships and grants, and student loans including the FAFSA application.

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Long-Term Investments