The featured cover story in the March 2024 issue of Journal of Financial Planning is titled “Answers to Clients’ Most Taxing Education Questions” by Julie Welch, Randy Gardner, and Creyton Vincent. This article offers insights into tax-efficient strategies to help clients in financing education expenses across different life stages. It addresses common questions and provides practical solutions to help individuals navigate the complexities of educational funding. Journal of Financial Planning OPEN SAMPLES and Emails (pagesuite-professional.co.uk)
Also, on Saturday, March 9th, you can catch Julie on MoneyLine hosted by Peter Newman from 2 pm – 3 pm on 98.1FM KMBZ.