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Continue ReadingCollege Savings Plan 2016: What has Changed?
Parents looking to save for college have long turned to 529 college savings plans as a tax-advantaged way to put away money for higher education. According to Sallie Mae’s 2015 How America Saves for College survey, while 89% of parents…
Continue ReadingTax Deductions and Credits that are often missed
Tax filing season for calendar 2016 opened on January 20, 2017. Here is a list of tax deductions and credits that are often missed by taxpayers because they were not aware that the expenses qualified for a tax deduction or…
Continue ReadingAnnuity Strategic Named to 2016 Financial Times 300 Top Registered Advisors
Annuity Strategic is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers as of December 8, 2016. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with…
Continue ReadingHow a Little Planning can go a Long Way
What types of options do I have when it comes to saving for my children’s college education, which is best and why? While the cost of college continues to increase at a torrid pace, there are ways to prepare for…
Continue ReadingThe Importance of a Family Meeting
Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less frequent. Yet, it is one of the most important gatherings…
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