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Daily Archives: May 27, 2021

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Superfunding a 529 plan to reduce your estate

Education Planning, Estate, Family Finances, FeaturedBy Editorial TeamMay 27, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that a couple could fund a 529 Plan up to $150,000 and use five-year gift tax averaging to avoid gift taxes.  Click here to read the article.

Evaluating a Job Offer

Blog, Starting OutBy Editorial TeamMay 27, 2021

Whether you’re considering changing jobs or just landing your first one, when you receive a job offer, should you take it? You can find the job that’s right for you by following a few sensible steps.

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