by Cardan Capital Partners | Jul 1, 2019 | Finance and family
Cardan Capital Partners is pleased to introduce William “Mac” Lyons, an intern learning the ropes of finance in our offices this summer. Mac, a native of the San Francisco Bay Area, is a rising junior majoring in accounting and finance at the University of Colorado...
by Cardan Capital Partners | Jul 31, 2018 | Finance and family
The Wall Street Journal recently asked to speak with me for a report about the steps parents can take to teach their kids the value of money and help them achieve financial freedom. As the report makes clear, we provide guidance to clients on this subject when asked —...
by Cardan Capital Partners | Jun 5, 2018 | Finance and family
The Tax Cuts & Jobs Act of 2017 expanded the ways parents and grandparents can use popular, state-sponsored 529 savings plans to pay for a child’s education. Under previous law, 529 savings plans could be used only for higher education expenses. The revised law...
by Cardan Capital Partners | May 19, 2017 | Cardan in the Media, Finance and family
It can be uncomfortable for parents to discuss inheritance details with their children — as explained in this report in the New York Times, which includes perspective from Cardan Capital Partners co-founder Matt Papazian. As the report notes: “Two-thirds...
by Cardan Capital Partners | Apr 27, 2016 | Cardan in the Media, Finance and family
Check out this chart. Cardan Capital Partners co-founder Matt Papazian uses it to explain why it’s important to think and save ahead for retirement. As Matt recently explained about the chart to The Wall Street Journal: “The chart: The bars in the chart...
