The best way to pay for your grandkids college

Brian Fricke, CFP®Investing

Every year when kids go back to school, we get more questions about the best way to pay for college than we do the rest of the year combined. For grandparents who are looking for the best way to help pay for their grandchild’s college expenses, check this out…

A little known tax benefit for surviving spouses

Brian Fricke, CFP®Taxes

You probably already know that when someone passes away, their heirs get a stepped-up cost basis on the taxable investments they inherit, like stocks and real estate. But what happens to assets that both spouses own jointly with a right of survivorship, when one spouse passes away? Not knowing this could cause you to over pay on your taxes.

The top 3 worries of retirees

Brian Fricke, CFP®Retirement Planning

Here’s the 3 biggest worries we hear from people all the time. Along with 3 tips to reduce or eliminate them. These worries are the same regardless of the amount of money someone has. Whether it’s $500,000, 5 Million dollars or more.