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Saving for Children
- Consider 529 plans for a child's education if you're in a good financial position.
- Prioritize your retirement savings before investing heavily for a child.
Hiring a Tax Accountant
- Consider hiring a tax accountant when your taxes become too complex to manage independently. Look for someone who has experience representing clients before the IRS.
Value of Financial Review
- Brian Preston shares a client's story where their CPA provided free tax prep due to an error found by the Money Guy team.
- This highlights the value of professional financial review, even with a CPA.