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BAM Intelligence

Qualified Education Expenses and 529 Accounts — Miguel Gomez

Miguel Gomez, Lauterbach Financial Advisors, El Paso, Texas There are several reasons people use 529 plans to save for their children’s education. For example, the account owner (typically the child’s parents, but it can also be other family members) keeps… Read more

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Who, What, How: Questions to Ask When Deciding to Invest — Miguel Gomez

Miguel Gomez, Lauterbach Financial Advisors, El Paso, Texas Earlier this year, a multimillion-dollar scheme made local news here in the El Paso-Juarez region. The scam targeted entrepreneurs and professionals from El Paso, Texas, and Juarez and Chihuahua, Mexico with estimated… Read more

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