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site design by digitalstoryteller.io
Milestone moments: How age affects certain tax provisions
/in News, Tax Tips - Individual/by Betty KimHappy 4th of July! Wishing you a safe and happy Independence Day! Can’t believe we’re already halfway through 2025—hope you’re enjoying a great summer! At Encore, we know that age is more than just a number when it comes to tax and financial planning. Whether you’re saving for your kids, navigating mid-career decisions, or planning […]
Is college financial aid taxable? A crash course for families
/in News, Tax Tips - Individual/by Betty KimAs my oldest daughter enters her senior year of high school, our family is stepping into the world of college applications, financial aid, and exploring the growing costs of higher education. It’s been eye-opening to see how competitive the process has become—and how quickly tuition adds up, even for in-state public schools. The article below […]
The advantages of a living trust for your estate plan
/in News, Tax Tips - Individual/by Betty KimLately, I’ve found myself attending more funerals than I ever expected at this stage in life — and with that comes a wave of questions from friends, clients, and family about what happens when a loved one passes. It’s emotional, complicated, and often filled with more questions than answers. One thing that can make a […]