How to Avoid Making Mistakes With Your 529 College Savings

Posted by & filed under 529 Planning, Financial Planning.

From, September 10, 2015 By Kate Stalter There’s no question that 529 college savings plans have distinct advantages. In particular, they allow parents and grandparents to save for children’s college costs without paying any taxes on investment growth until the money is withdrawn. To avoid penalties, the money must be used for qualified education expenses. At… Read more »

Grandparents: Don’t Make a 529 Plan Mistake

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From, September 8, 2015 By Kate Stalter It’s no secret that baby boomers and Generation X are notoriously poor savers. Whatever the reasons, there are likely large numbers from the boomer and Gen X group who find themselves unable to put away much money for their children’s college educations. Enter the grandparents. According to a… Read more »

The 3 Biggest Mistakes You’re Making When It Comes to Retirement

Posted by & filed under Retirement.

From The, August 7th, 2015 By Scott Gamm NEW YORK (MainStreet) — If you suffer from retirement savings-itis, listen up. Chances are, your retirement savings plan of attack, if you even have one, needs a tune up.  One of the biggest mistakes is not saving for retirement early enough. You’ve probably heard this before, but the numbers don’t… Read more »

Capital Management Group of New York’s Donna Nadler Earns Chartered Advisor in Philanthropy Certification

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NEW YORK, NY–(Marketwired – June 03, 2015) Chartered Advisor in Philanthropy® (CAP®) designation will help Nadler and Capital Management Group provide informed strategies for those clients interested in philanthropic and charitable programs Only about 1,250 individuals have been awarded the CAP® designation since its inception in 2003 Capital Management Group of New York, a comprehensive… Read more »