thumbnail image
August 14, 2018
College Financial Aid: 7 EFC Myths Debunked

By Joe Messinger, CFP, CHFC, CLU

The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more

Financial Planning

thumbnail image
July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

Stay Updated
Sign up to get email updates with our latest blog posts
    • Categories

    • Authors