Wealth Management Table of Experts: Protecting Your Legacy Thomas Connelly, President & CIO, Versant Capital Management, Inc. Liz Shabaker, Principal & COO, Versant Capital Management, Inc. Scott Horn, President, TFO / Scott Porter, Sr. VP, Bennett &...
[vc_row][vc_column][vc_cta h2=””]Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and...
A fascinating story emerged at a recent seminar on managing family businesses, presented by two distinguished members of a privately owned, third generation family business that generates over $250 million in revenue per year. Their story captured the attendees’...
From Vanguard As parents prepare to send their children off to college, distinct financial challenges may arise. Although many families take advantage of 529 plans and other education-specific savings accounts, most will finance college using a variety of sources and...
A Section 529 college savings plan can be a tax-smart way to help your children pay for their higher education. But you should also be aware of several potential pitfalls of this planning device. Here’s a brief rundown on the main pros and cons. The Pros The...
