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College Planning

College Planning

Hi, this is Dave Zaegel. Let’s talk a little college planning today. I was recently talking with a gentleman about his college planning. And he made the comment slash question, he said, hey, there’s really no silver bullet then to college planning, is there? I said, oh absolutely not. There’s definitely no one silver bullet

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Charity

Charitable Contribution from IRA RMD

Hi, this is Dave Zaegel. I wanted to send a quick note about charitable contributions and a particular strategy that can be helpful. As I’m shooting this video, it’s shortly after Thanksgiving and we’re coming up on the other holidays of the season. So, this is a time of the year that is particularly focused

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