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Financial News & Analysis

Archive - Personal Finance (831 bytes)

   Personal Finance (815 bytes)
Qualified Tuition Plans - (May, 2007) Due to changes in the tax law, more of our clients are hearing about qualified state tuition plans (otherwise known as Section 529 Plans). 

Homeowner's Review
- (March, 2007) If you have recently made a major addition or renovation to your home, you may want to take a moment and review your homeowners insurance. 

Reducing Your Property Taxes
- (April, 2007) Many real estate tax assessments are made erroneously, and many homeowners who challenge their real estate tax assessments succeed in reducing their property taxes.