Planning for Future Education Expenses: Understanding 529 Plans
May 4, 2023
In a climate of economic uncertainty, one thing’s for sure — higher education comes with a hefty price tag. According to Sallie Mae’s latest “How
At 83rd Street, we believe that ensuring the financial well-being of our clients should be a team effort. You’ve worked hard for your money, and now it’s time to let your money work hard for you. The team of professionals at 83rd Street is here to make sure that your portfolio serves you and your loved ones well for years to come.
Here are some of our core values:
Living and working in the highest standard is not only something we're legally obligated to do. It's who we choose to be.
83rd Street was founded on the belief that you’ve worked hard to provide for your family. You deserve to feel a sense of pride in the work that you do (for your community and family) and to have the financial freedom to be able to help a neighbor in need. Every part of a community is important to its overall success. This belief extends to how we think about investing.
We believe that the best way to invest, is to have a broadly diversified portfolio, and that portfolio should be built in such a way that it aligns with your personal investment goals and risk tolerance. Our clients should have the lowest-cost liquid portfolio possible, and above all else; we believe that our clients deserve advisors who are accessible when their needs change or they have questions.
Our tried and tested method has allowed us to serve our clients well for over 8 years. We follow our proven 4-step process to ensure that every one of our clients has a financial plan tailored to their unique situation.
We execute a thorough and confidential investigation into your financial situation.
We compare the results of our investigation to your current investment allocation.
We identify a target income goal that would enable you to live off of your investments indefinitely.
We establish and recommend a strategy that meets your goal with as little risk as possible.
In a climate of economic uncertainty, one thing’s for sure — higher education comes with a hefty price tag. According to Sallie Mae’s latest “How
As you move into retirement, it’s common to think about managing your finances in a new way, including reviewing your various insurance policies, including life
When it comes to planning your financial future, there are many important decisions to make. Whether you’re looking to save for retirement, invest in the
Questions? Concerns? If you’re ready to plan, we’re ready to get you started. Reach out today and we’ll be in touch.
