Newsroom

Episode 85: How To Take Advantage Of Low Income Years

Jarrett B. Topel

In this episode we discuss tax planning strategies for low income years

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Gavin’s Summer Reading List

Gavin L. DiStasi

Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another summer season, and…

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Episode 84: Converting 529 Plan Balances To A Roth IRA

Gavin L. DiStasi

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA

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Information Overload

Jarrett B. Topel

We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI), our use and…

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Money, Marriage & Divorce

Gavin L. DiStasi

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration of the marriage…

Episode 83: Common Questions

Jarrett B. Topel

In this episode we discuss the most common questions we get asked as financial advisors

Episode 82: The New FAFSA

Gavin L. DiStasi

In this episode we discuss the rollout of the new streamlined FAFSA

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