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Congrats to Chris Chaney on becoming a Certified Exit Planning Advisor!

We’re excited to share with you that Chris Chaney recently earned his Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institue’s intensive four-day executive program. The CEPA program is the most widely accepted and endorsed professional exit planning program worldwide and was specifically designed for business advisors…

How to Avoid Tax Penalties on Your 529 Refund

Did you or your child receive a refund from college?  If so, that refund could be subject to taxation and a 10% penalty. https://www.youtube.com/watch?v=oJrH4WaZOvo The IRS could consider this refund as no longer being used for Qualifying Education Expenses.  This refund would then be recharacterized as a taxable distribution. In…

The Kitchen Sink

If I’ve learned anything in the last few weeks, I now know what the Federal Reserve’s kitchen sink looks like! Since mid-March, in response to the worldwide COVID-19 crisis, the U.S. Federal Reserve has not only reduced the level of overnight interest rates to zero, but they’ve also revived many…

Markets Don’t Wait

There were two distinct phases to the first quarter. The first was characterized by an equity market surging to all-time highs. This phase quickly faded into what seems like a distant memory following the emergence of COVID-19 as a global pandemic, largely shutting down the global economy. Financial markets were…