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Savings
529 plans have traditionally been about the future. While using them in the present is now possible, it limits the plan's inherent tax benefits and you may be unwinding what you prepared for college. With college tuition rising on an annual basis, we cannot afford to let the use of a 529 plan in the present replace what it was initially designed to do.
83% of physicians under age 40 claim that they have unique or more complicated financial needs than other professions. I believe this to be true as well, but you have to find the time to address the unique or more complicated financial needs – otherwise you’ll resort to a “get rich quick” scheme in later years because it will be too late to fix.
Dr. Blake McGowan is one of our firm’s biggest strengths.
In the moment that we learn that superficial materialism doesn’t deliver, that it always disappoints and is never enough, we are finally able to see beyond the silly game of excess and into what may be a life worth living. It’s then that we see how life is possibly about doing without rather than doing with.
