by Rachel Sitzman Bonner | Aug 8, 2022 | Advisor Bio, Scottsdale
Investment Consultantaleninger@ffec.com(480) 778-2044 Scottsdale OfficeKierland Corporate Center7047 E. Greenway Pkwy., Suite 350Scottsdale, AZ 85254(800) 687-3800 | (480)...
by Rachel Sitzman Bonner | Jun 28, 2022 | Advisor Bio, Dallas
Senior Wealth Managermzorn@ffec.com(214) 545-3318 Dallas Office14135 Midway RoadSuite G-100Addison, Texas 75001D: (214) 545-3318 C: (254)...
by Rachel Sitzman Bonner | Mar 17, 2022 | Advisor Bio, Scottsdale
Senior Wealth Managermjercoline@ffec.com(480) 702-7170 Scottsdale OfficeKierland Corporate Center7047 E. Greenway Pkwy., Suite 350Scottsdale, AZ 85254(800) 687-3800 | (480)...
by Rachel Sitzman Bonner | Jan 10, 2022 | Blog
529 plan distributions can be trickier than you might’ve thought. When doing your college planning with your child, it is also important to plan for 529 plan distributions. This write-up is not all-inclusive and you should always check with your accountant on tax...
