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Time to Read: 10 Minutes Section 529 plans are arguably the best college savings vehicle around. In this article, we will cover what 529 plans are, why they make such great college savings accounts,
Time to Read: 17 Minutes We live in a “golden age” for estate planning: high federal gifting limits, low interest rates, and no capital gains on inherited assets. However, this may change soon. The generations-high gifting exemption ($11.7 million per
Time to Read: 4 Minutes At BWM Financial, our laser focus on giving clients a financial “edge” sets us apart from other wealth managers. Oftentimes this is through an ongoing relationship and comprehensive financial plan,
Time to Read: 8 Minutes One of the most fulfilling roles as an advisor at BWM Financial is helping our clients use their money as a tool to do the things in life they enjoy
Time to Read: 7 Minutes Many high earners want to know the most tax-efficient strategies for gifting assets to the people they care about. With concerns over lower estate tax exemptions in the future,