Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

Family Wealth Unlocked: Two Tax-Advantaged Strategies

POSTED ON March 4th - POSTED IN Tax, 401k, 2024, 529

By William Beynon & John Walker - In my travels, I have yet to meet a person who wishes that their children and grandchildren do worse than they do in life. Universally, I think that all parents want to give their children the best[…]

New Year, Fresh Start

POSTED ON February 2nd - POSTED IN gifts, 401k, 2024, contributions

By William Beynon & John Walker - One thing that I encourage everyone to do is think in a forward way as one-year yields to another. Whether 2023 was a banner or a bust for your family, we can all start fresh on a new calendar year.[…]