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Scenario: My client has roughly $100,000 in a 529 plan for two children. However,because of the stock market she hasn't made anyth....
Scenario: A client just went through a divorce and the death of the client's mother. The client's son is going into his senior yea....
Scenario: A client has a Life Insurance Policy. There is $50,000 in the policy and $5,000 is accumulated interest.How is this trea....
Scenario:Ifa client has assets in an UTMA (mutual funds and stocks) and they invest the proceeds from the sale of same into cashva....
Scenario: If a client moves $8,000 into a parent Roth IRA, it positions the family for more financial aid. If the client taps the ....