Jeffrey Aron

As Senior Wealth Manager, Jeffrey R. Aron, CFP®, MSFP manages all aspects of Financial Planning and client services, including the preparation of comprehensive financial plans (retirement, education, cash flow, etc.), insurance and asset allocation recommendations, advanced estate planning strategies and of course, plan implementation.

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How Education Savings Accounts Work (When Funds Aren’t Used)

Jeffrey Aron: Dec 08, 2022

One of the fun things about having young kids in your life is getting to hear about future plans for their lives. One week someone might want to be a veterinarian; the next week, they’re planning on being a firefighter-slash-makeup artist. Only time...