5 Money Saving Tips for Your Children’s 529 Plan

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
About 529 Plans:
 

You might think all 529 plans are the same.
This can be a costly mistake. 

529 Plans are tax-advantaged savings vehicles that allow families to put money away for K-12 and college. Money in the plan will grow tax-free until it is needed for education expenses such as tuition, room and board, computers, and textbooks. Here are five tips you can use to maximize the balance in your children’s account.

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Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
How to Get the Most From Retirement Accounts
:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

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Why Market Volatility Can Be Great for Your Tax Return

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Market Volatility:
 

    • Many investors fear volatility, thinking about potential portfolio losses above all else. However, losses can present a great opportunity for investors who also aim to reduce their tax bill.

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5 Savings Tips for Becoming a Millionaire Over Time

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on Wealth Building:
 

Saving is the number one way by which Americans become millionaires. While it does take time, you can accelerate your accumulation of wealth by exercising sound judgment and discipline.

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Don’t Miss Out on Roth IRA Tax Benefits at This Unique Time

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on a
Roth IRA Conversion and a Tax Benefit:
 

Should I consider a Roth IRA Conversion?
(At this Unique Moment in Time)
  • The Biden Administration has been busy since inauguration day, and after calming the pandemic, many expect the Democrats to turn their attention to taxes. 

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Should You Dump Your 401(k)? The Right Retirement Moves for 2021

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
The 401(k) and Retirement:

Money magazine’s front page headline asked this same question back in April 2003. The Founder and Pension Consultant of the 401(k) Ted Benna, the man who created the first plan in the 1980’s, was quoted:

“If I were starting from scratch today building the 401(k)’s, I’d frankly blow up the existing structures.”

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The Stock Market is Up. Now What?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
The Current Stock Market:

If you have an old 401 (k) or IRA and experienced market volatility over the past year you may want to prepare yourself so you can capitalize on another dip.

If the markets drop significantly you may want to consider cashing out and paying the early tax penalty.

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End-of-Year Giving: 5 Ways to Be More Generous

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
End-of-Year Giving:
 

Time is currency. If you’re unsure about how much money to give or where to give money, give your time. When you give your time you’re building connections with people and causes. This will help you decide when, where, and how much money to give.

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Experts Available Through the Thanksgiving Weekend

Experts Available in These Categories

HEALTH & MEDICINE

Available for TOPICS on COVID Prevention, CDC Protocols, Obesity, Pain Management:
Dr. Tammy Penhollow, DO, specializing in anesthesiology and pain management, and has a passion for regenerative medicine and holistic healing.

Available for TOPICS on Work-Life Integration, Stress Management, Sleep/Rest, Self-Care:
Dr. Saundra Dalton-Smith, MD, board-certified internal medicine physician and work-life Integration Strategist, international speaker, and bestselling author of Sacred Rest: Recover Your Life, Renew Your Energy, Restore Your Sanity.

Available for TOPICS on Public Health/Policy, Healthcare Reform, Skin Cancer:
Dr. Reagan Anderson, DO, specializing in general Dermatology and served in the United States Navy. Author of Universal Death Care: A Solution for Healthcare in the Age of Entitlement, he is passionate about changing healthcare in the U.S.

Available for TOPICS on Weight Loss, Nutrition, Exercise, Women’s Health, Self-Care:
Dr. Mimi Secor, DNP, FNP-BC, FAANP, FAAN, nurse practitioner and fitness & health advocate. Author of Debut a New You: Transforming Your Life at Any Age.

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How a Change in Leadership Will Affect Wealthy Investors

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

 

What Don Garman can say in an interview:

In an effort to prepare for all outcomes of the November election, investors should be aware of the tax plan proposed by presidential candidate Biden. These changes, if enacted, will have a material effect on estate planning, gifting, and capital gains strategies.

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