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College Bound

Your family is growing and the children are getting older. It’s time to start thinking about saving (and investing) for college. But where do you start? College Planning and Funding Flyer Most families rely on their local Certified Financial Planner, Investment Broker or Banker and that’s a very good start, …

770 plans – a Scam?

  Please watch this 12 minute video. Here are some additional videos: Watch this one first! (video) College funding (video) Million Dollar Baby (video) Thank you for your comments regarding the IRS 7702 tax regulation. It has caused me to think about the discussion and write down some remarks to …