Excited to make the list and be alongside these top thought and practice leaders in the industry! #tax #ssrn #studentloans #529plans #secureact

I don't know if I am #crazy or extremely #motivated to be presenting at a #tax conference on #studentloans the day after the #october #taxfilingseason ends! The American College of Financial Services registration.baruchcaps.com/baruch/course/…

#secureact expands #529plans to repay #studentloans, but creates a paradox in the #Tax law that should be discussed/corrected by Senator Tim Scott Sen. Susan Collins Senator Ernst Cory Gardner @senrobportman @SenMcSallyAZ Senator Thom Tillis papers.ssrn.com/sol3/papers.cf… The American College of Financial Services

When you play the game of loans, you win when you die... #studentloans #gameofthrones #529plans #educationplanning #college #tcja

In the spirit of #halloween, I had to do a quick cover of one of my favorite songs to listen to this time of year. #witchywoman #theeagles #coversong

When roughly 10% of your town visits your house on #halloween, you need to be prepared. For the #advisors out there, are your clients properly #budgeting for the holidays? Also, which would you take: KITKAT SNICKERS REESE'S ?!?!

Whose information gets reported on the #FAFSA #cssprofile? #advisors #cpas #financialplanners should make sure their planning strategies take these filing responsibilities into account, especially when working with divorced couples/families with shared children. The American College of Financial Services

Top 25 #Accounting Programs ranked by Median First-Year Earnings, Median #StudentDebt, Investment Cost Georgetown University = $1.45 investment over four years for every $1 of first-year earnings Villanova University = $2.63 investment over four years for ever $1 of first-year earnings. The American College of Financial Services

What better way to celebrate some of the top #nextgen #advisors who led the charge in 2019 than being able to present them with the nextgen financial services professional award from The American College of Financial Services #financialplanning #financialservices

The #secureact brings about many changes that not only affect #retirementplanning, but also #collegeplanning and #studentloans. Check out the latest article from CNBC below for more of my thoughts on what #advisors and #investors should be aware of! lnkd.in/eubY4_U