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    Roth IRAs Could Get Excess 529 Savings Under Senate Proposal

    Wednesday, June 22nd, 2016

    Bipartisan legislation recently introduced by U.S. Senators Richard Burr (R-N.C.) and Bob Casey (D-Pa.) is designed to encourage more American families to save for college by making it easier for them to use Section 529 college savings accounts.

    The Boost Savings for College Act (Boost) includes a nonrefundable tax credit that …

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    Home Sweet Home

    Tuesday, June 7th, 2016

    Like other aspects of the economy, the real estate market has been slow to recover to “normal” levels. But we believe there are some positives that come with the lull in housing sales. In some pockets of the country, prices have escalated substantially due to low inventory, high demand and …

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    Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses Tax Scams

    Friday, February 5th, 2016

    Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog, Canet discusses the possible tax scams the IRS warns the public to be on …

    Host Of The Savvy Investor Show, Michael Canet JD LLM, Emphasizes It’s (still) All About the Fed

    Friday, October 9th, 2015

    Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog, Canet discusses the possible effects created from a rate change by the Fed.

    Glen …

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