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29 09, 2018

Investments in your Trust

By |2019-03-11T20:40:13-07:00September 29th, 2018|Uncategorized|0 Comments

Protecting Trust Investments When it comes to funding your trust with your investment accounts it is important to understand the different types of investments. It is also important to know how they are funded in your trust to ensure they avoid probate and the investments are distributed to your beneficiaries according to [...]

29 10, 2016

Student Loan Payoff Plans

By |2019-03-11T20:41:27-07:00October 29th, 2016|Hope, Uncategorized|0 Comments

As a Certified College Planning Specialist (CCPS) it becomes one of my responsibilities to help clients with borrowing strategies.  But there continues to be confusion regarding some of the student loan payoff plans currently available. As such I have become familiar with the Pay As You Earn (PAYE) Repayment plan. This is an income-based [...]