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Death of a Family Member Checklist

June 16, 2026
By Gray Strickland, AIFA® / Financial Advisor

Should I make tuition payments directly to my grandchild’s college or should I contribute to a 529 plan instead?

June 16, 2026
By Gray Strickland, AIFA® / Financial Advisor

Your 529 Account: Making Contributions and Withdrawals

June 16, 2026
By Gray Strickland, AIFA® / Financial Advisor

529 Plans and Financial Aid

June 16, 2026
By Gray Strickland, AIFA® / Financial Advisor

Back To School…Estate Planning? POAs For College Bound Kids

May 29, 2026
By Gray Strickland, AIFA® / Financial Advisor

Planning for Succession of a Business Interest

May 29, 2026
By Gray Strickland, AIFA® / Financial Advisor

Business Owners: How to Anticipate and Minimize the Liquidity Needs of Your Estate

May 29, 2026
By Gray Strickland, AIFA® / Financial Advisor

U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans

May 29, 2026
By Gray Strickland, AIFA® / Financial Advisor

Tax Benefits of Home Ownership

April 30, 2026
By Gray Strickland, AIFA® / Financial Advisor

Understanding Long-Term Care Insurance

April 30, 2026
By Gray Strickland, AIFA® / Financial Advisor
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Recent Posts

  • Death of a Family Member Checklist June 16, 2026
  • Should I make tuition payments directly to my grandchild’s college or should I contribute to a 529 plan instead? June 16, 2026
  • Your 529 Account: Making Contributions and Withdrawals June 16, 2026
  • 529 Plans and Financial Aid June 16, 2026
  • Back To School…Estate Planning? POAs For College Bound Kids May 29, 2026