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MONEY MANAGEMENT / INVESTMENTS / FINANCIAL PLANNING / INSURANCE / MORTGAGES


	FINANCIAL PLANNING

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products, and volatile economic scenarios, you may be looking for clear direction in your financial life. While books, magazines, and the Internet offer helpful tools, only a financial planning professional can bring training, experience and judgment to the task of helping you consolidate all aspects of your financial life into one coordinated plan.


	WORLD CLASS SUPPORT SOLUTIONS

Retirement Accounts

Education Savings Account
Traditional IRA Deduction

Contribution Limits
Catchup Contributions

Education Savings Account

The annual contribution limit for 2022 is €2,500. The contribution phase-out range for ESA joint filers is €190,000 to €220,000 and single filers €95,000 to €110,000.

Estate Planning

Even if you don't expect your estate's value (including death benefits from insurance policies) to total more than the current IRS limits, you may need an estate plan. If you do nothing to control the disposition of your estate, by default you have an estate plan-one designed and administered by the government, with no regard for the needs and desires of you and your family.

College Planning

Providing for your children's education, seeing them achieve their potential and knowing the opportunities a good education provides can give you a sense of satisfaction greater than any possession can offer. But this should not mean sacrificing your other major goals.