by Munn Gray & Associates | Sep 1, 2023 | College Planning, taxes
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American Opportunity...
by Munn Gray & Associates | May 31, 2023 | Financial Planning, Helpful Resources, taxes, Uncategorized
Retirement Planning for Small Business Owners Owning a business is the dream of many Americans. However, relying solely on the sale of your business as a retirement plan poses significant risks. Segregating your business from your retirement savings may be necessary...
by Munn Gray & Associates | Aug 13, 2020 | Articles of Interest, Financial Planning, taxes
There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades....
by Munn Gray & Associates | Jul 5, 2020 | Articles of Interest, Financial Planning, taxes
One of your portfolio’s largest expenses is probably taxes. One way to help keep your portfolio growing is to invest in a tax-efficient manner. Some suggestions include: Contribute to your 401(k) plan: Contributions are made on a pre-tax basis, so you don’t pay...
