Hello, and welcome to our blog! We will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. We are also willing to answer questions and respond to any concerns you may have. If you'd like to contact us with a question you want addressed, please email us, and we can either answer directly or in this forum.
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Tuesday, May 9, 2023
If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for months or years, helping you to get closer to your financial goals. Now you need to decide whether...
Wednesday, April 12, 2023
Last month, we reviewed 529 College Savings plans, why people use them, and how the use of funds has expanded over the last few years.This month, we’ll review options for unused savings in order to minimize taxation or penalty on...
Thursday, March 23, 2023
Most people have heard of 529 College Savings plans and understand their value in relation to saving money for future higher education for young family member. What some may not know is that the qualifying use of these dollars as well...
Wednesday, February 22, 2023
Do you have 529 college savings funds that may go unused by their intended beneficiary? Your first option is to provide the money to another beneficiary. However, if you don’t have an alternate beneficiary to whom you want to transfer...
Wednesday, January 25, 2023
In late 2022, the SECURE Act 2.0, a bill three years in the making, was signed into law. While there are several provisions in this bi-partisan-supported bill, we’ll highlight just a few that may be particularly interesting with...