by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2015 | College Planning
Dont Be Afraid to Negotiate This is the time of year when hundreds of thousands of high-school students tear open their college acceptance letters to find out if theyve been accepted by the schools of their choice. Once the initial excitement wears off comes the hard...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 5, 2014 | Featured
I have a client who for purposes of this article we shall call Bob. I have known Bob for over 15 years. Approximately 12 years ago Bob and I had a discussion about his young sons college education. Bob was concerned how he was going to pay for it. I proposed a life...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 22, 2013 | Featured
Americans aren’t saving enough money, hampering their ability to save up for their ideal retirement experience or top-notch college education for the kids, a new study suggests.They are not laying the foundation now for brighter days in the future. Surely the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 4, 2012 | Featured
Life insurance can do some pretty amazing things for people. It can buy loved ones time to grieve. It can pay off debts and loans, providing surviving family members with the chance to move on with a clean slate. It can keep families in their homes and pre-fund a...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 7, 2012 | Featured
Winning a $20,000 scholarship toward a college education would be a nice surprise for any parent. Gerber Life Insurance Company has made that a possibility with the first-ever Gerber Life College Scholarship Contest. In order to qualify parents simply need to submit...
