• In this video, we talk about the recent tax reform, 529 accounts, and how it may not be as great over the short term as people hope. Topics: 1. Provision of the tax from allowing families to withdraw $10,000 for private tuition. 2. Tax treatment of 529 on the federal and state level. 3. States […]

    Nathan Carmany
  • Planning for college gives families the opportunity to send young adults into the world on the best footing. Not only do these young work warriors learn technical skills to follow a career with a livable income, they also learn social skills by interacting with a new set of people. When not carried out properly, students […]

    Nathan Carmany
  • We want the best for our children, and we seek to lead them towards lives that are better than our own. Culturally, we accept the pursuit of the “American Dream.” We measure success in terms of a house and white picket fence, a steady nine-to-five job, and a sizeable bank account. As parents, how do […]

    Nathan Carmany
  • College affects the daily lives of Gen X parents, either through children who have just graduated from college with student loan debt or through children who will soon be attending college. As their careers become settled and they earn higher incomes, parents with toddlers also focus on college. The idea of funding college moves up […]

    Nathan Carmany
  • The traditional investing world is shrinking as younger workers face the hurdle of saving for retirement, servicing student loans, buying homes, and starting families. The shrinking isn’t in the number of available choices (like mutual funds or exchange traded funds) but in the number of publicly traded stocks. The number of publicly traded companies decreased […]

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. 317-805-0840, ncarmany@thewatermarkgrp.com Topics: Investment Performance 1. Performance vs. Achieving an Objective 2. When to focus on performance 3. When to focus on the objective Learn more about investing.

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. 317-805-0840, ncarmany@thewatermarkgrp.com Topics: Overconfidence With Finances and Sailing 1. How we get ourselves into trouble 2. Common financial moves 3. Get help This post compares a day out on the water sailing to common experiences people encounter with their financial lives.  The root for many of these […]

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. Topics: Student loan influence after graduation. 1. Effect on having children 2. Effect on retirement savings 3. Maximum about of student loan debt upon graduation The original content was pulled from another blog post.

    Nathan Carmany
  • Helping GenX parents plan for college and retirement. Topics: What should I do with my Pension after leaving my employer? 1. Options paralyzing 2. Pension payout versus Immediate Annuities 3. Spending Discipline The origin for the content came from another blog post.  

    Nathan Carmany
  • The Dream Life How often do you find yourself comparing your life with those “living the dream?” We constantly fill our time with these thoughts. Buy this product and your life will dramatically improve. Take this action and your life will have no worries. One evening while watching TV or one morning while on your […]

    Nathan Carmany