Healthy financial habits require discipline, intentionality, and long-term vision.
Trust and peace of mind are among most people’s top priorities.
We have stayed away from using UTMA's. The reason is in the details:
Is it worth paying a financial consultant or financial planner to invest your money in the market, or are you better off investing on your own and avoiding the management fee?
Physicians who use a portion of their home (for example, a spare bedroom) for business purposes may be able to deduct a portion of the expenses involved in maintaining that space.