10 Tax Planning Tips for 2019

Posted by Lauren Moone on February 15, 2019

Tri-Valley companies are booming.  Both public and private companies headquartered in the Tri-Valley (Pleasanton, Livermore, Dublin, San Ramon and Danville) have experienced tremendous growth in the last decade, and 2018 was no exception.

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Topics: Estate Planning, College Planning, Tax Planning

Five Things You Need to Know About Saving for College with 529 Plans

Posted by Lauren Moone on September 3, 2018

The cost of higher education has risen dramatically over the last 10 years, with four year college tuition increasing at an annual average rate of 5%, outpacing inflation over the same time period by 3.4% per year.  The national average cost of attending a four-year public college is now over $28,000 per year and exceeds $59,000 for private-colleges. Fortunately, establishing and funding a 529 plan early can set families and students up for future success.

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Topics: Estate Planning, College Planning

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