Emerging Wealth
Where it’s never too early to plan for wealth and get investment advice.
Balancing careers, paying off student debt, saving for your kids’ college and affording that forever home are just a few of the challenges you face when accumulating wealth. This service is for clients whose portfolios are in the growth phase and need financial planning and investment advice.
With Parsec’s Emerging Wealth Service you receive financial planning and your investments are managed as needed, including investment advice on your 401ks and the like.
Topics that matter to you:
- Student loan repayment strategies
- Guidance in areas of Estate and Insurance Planning
- Budgeting, cash flow planning, and retirement savings strategies
- Education funding and planning
- Consultation on employee stock programs, selling a business or refinancing your home
Learn investing and saving basics via our sponsored website “Young and not Broke.”
Latest Blog Posts:
The Importance of Crafting Your Financial Plan
I’m big into rowing – I’ve competed in quite a few boat races as the coxswain. For non-rowers, it’s pronounced “cox-en” and as Business Insider puts it I’m the “motionless member in the back of the boat.” But don’t let that fool you – even though I’m not powering the boat, I’m playing an important role steering it and directing my teammates.
How to Best Handle the Choice Overload Phenomena
The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.
Paying for College: Tax Savings
The tax law changes of 2018 eliminated the tuition and fees deduction for college expenses. There are still several ways to save on taxes when saving for and paying for college.
Estimated Tax Payments
What a relief it is as individual taxpayers to get our pesky income tax return filed on April 15 (or sometime thereafter, on extension) and have the IRS leave us alone for…
Is a 529 Plan Right For Your Family?
One of the major benefits of a 529 plan is the tax free growth, and tax free withdrawals for qualified expenses. Even if you are spending along the way, you could…