Tag archive: experience

Achieving a Better Life Experience ABLE Accounts

An ABLE account is a tax advantaged savings account for individuals with disabilities, which can be used for disability-related expenses on behalf of the designated beneficiary. Although contributions are not tax-deductible, these accounts have several benefits…

Ringing in the New Year with Wealth Planning

Happy New Year everyone and welcome to our FIRST Wealth Planning Blog post!  How did you ring in the new year?  Did you set any goals for yourself for 2014?  We had our first meeting of 2014 last week to discuss the WP team goals for this year, and at the top of our list…

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