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Biz Journal Insightful Discussions
There is always some level of uncertainty when planning for the long-term. There were changes to the way how college financial aid is calculated in 2017. Most of the tax code for individuals and business owners was changed in 2018. Proactive planning is a must in...
The 3 Most Important Questions to Answer Before You Retire
The decision to retire can be a scary one, but it doesn’t have to be. You need to make sure that you have thoroughly thought things through and have the answers to a number of questions before pulling the trigger. In order to ensure that our clients have a...
It’s Never Too Late To Start Your College Plan
The need for college planning has never been more important. The average cost for a private school is now $35,676 and the rates on Stafford and Parent Plus loans for 2019 have increased to 5.05% and 7.6% respectively. For parents with children in high school, this...
End-of-Year Planning Strategies to Consider
December is almost here, and my children are already preparing their Christmas lists. These lists seem to get larger every year. Anyway, let’s get right to it and take a look at some planning strategies and pitfalls to avoid before year-end. Maximizing Retirement Plan...
College Corner – How Do The New Tax Changes Impact College Planning?
How will the new tax changes impact college planning? Let’s get right to the point, the changes will help many families. The tax reform changes now allow 529 plan distributions to be used tax-free (federally) for private elementary and secondary school expenses...
Don’t Be Part of the Student Loan Crisis – Create a College Plan
To say that student loans are an issue is an understatement. Let’s look at a few statistics. Outstanding student loans are nearing 1.6 trillion, second only to mortgages when it comes to consumer debt. Current delinquency rates are over 11% and based on...
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About Tushingham Wealth Strategies
As a Certified Financial Planner, Tushingham Wealth Strategies acts as a Fiduciary for their clients. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
About Tushingham Wealth Strategies
Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
©2019 Tushingham Wealth Strategies, LLC
5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403
©2019 Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.
