Word of the Week – Fee-Only

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest as they are only compensated by the client, not any outside third party.

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NY Governor Kathy Hochul recently signed legislation that dramatically expands what 529 funds can be used for. Part of the

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