LATEST POSTS
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How is my transaction trade cost determined?
Transaction charges are handled on a per-trade cost net from proceeds or cost of the transaction and is determined by the CERTIFIED FINANCIAL PLANNER™ and you, the client. The CERTIFIED FINANCIAL PLANNER™ will discuss payment cost options.
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What is a Coverdell Educational Savings Plan?
An account created as an incentive to help parents and students save for education expenses. Contributions to a Coverdell ESA are not deductible, but amounts deposited in the account grow tax free until distributed. Distributions from the account are not taxable if they’re used for qualified educational expenses. The account can remain open until the…
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