Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Bijal Patel CFA, CFP®, MT, RICP®

Presenters: Andy Pratt, CFA and Adam Newman, CFA, CFP®, MT, RICP®

It's said the only constant is change, but there's also that saying about death and taxes.

Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge.