David Shotwell

Saving for College with 529 Plans

If you are putting away funds dedicated for your child’s higher education expenses, a 529 College Savings Plan is tough to beat. These plans allow parents and grandparents to put away funds for a child’s education, and the growth on the acc…

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Playing with a Yo – Yo on the Stairs

Financial planners love analogies. If we can find a mental image to explain a concept, you better believe we’re going to use it. That’s …

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David Shotwell

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