Library

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans

March 20, 2019 | Financial Planning

Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Qualified Charitable Distributions and the New Tax Law

March 13, 2018 | Tax Planning

The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …


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