Financial Planning

Generosity Planning with Tim MacDonald

For many, the end of the year presents a final opportunity for generosity. Whether you’re moved by the Christmas spirit or are looking to maximize your annual tax deductions, the holiday months are a prime opportunity to contribute to a meaningful cause. But what if giving wasn’t an end-of-year afterthought, but something you planned for…

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Where Am I Going? Financial Literacy Tips for Young Adults

Have you ever tried to use a GPS without entering an address? Try typing “I don’t know where I want to go” in the Google Maps search bar. You will most likely get results saying something like, “No results found on Google Maps.” Apparently, a GPS requires a destination before it will give you directions….

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A Tax-Efficient Way to Pay for Education

With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation. One well-known but underutilized option, the 529 college savings plan, has recently become…

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Caring for Aging Family Members

As the first of a three-part video series on generational wealth transfer, Brian Cochran sits down with Susan Stuart, a care manager with over 27 years of experience in guiding New Mexico’s elderly through the often complex and overwhelming processes of aging and receiving care. We discuss some of the signs you may be approaching…

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Preparing Executors and Trustees

In the second video in our series on Preparing the Next Generation, Brian Cochran sits down with Curtis Vernon, an Albuquerque estate attorney to discuss the practical side of naming an executor or trustee for your estate. We talk about the importance of customizing your estate plan to your family’s particular circumstances, and what you…

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