Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Next Gen
April 17, 2023
Financial Tips & Resources For College Grads
Great financial tips and resources for college grads to establish financial independence and begin building wealth.
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Family Life & Transitions
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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