Securities and Advisory Services offered through The Strategic Financial Alliance, Inc. (SFA) – Member FINRA, SIPC. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.  The SFA does not provide tax or legal advice.

I love everything about tennis – playing it, working on my swing, improving my strategy on the court, and the exercise that comes with it.  It is an ongoing challenge of mine to improve in all ways possible.  I love watching tennis as much as I enjoy playing it, especially now during the Wimbledon championship….

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Good news – Junior is heading off to college!  Bad news – college costs are higher than ever. Fortunately, there are great ways to save for college such as 529 plans and Roth IRAs.  529 plans provide tax free growth when the funds are used for qualified education costs.  Many states offer a state tax…

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