Your new grad will be leaving for college before you know it. Are you financially prepared for this next big step?




New Focus on Wealth with Chad Burton show

Summary: The kids are home for the summer and while they’re kicking it with their friends, mom and dad are at work thinking about the next year of schooling. While you finalize your childs college plans, remember that 529 plans changed under the 2017 tax act. Today I explain what you need to know about funding your childs education. Also: • Dividend achiever ETF’s • Paying RMD taxes on non-IRA accounts • Frequently missed planning opportunities • Figuring out the best retirement income plan for anon