• 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