The New Changes for 529 Plans: Roth IRA Contributions & Potentially Funding Your Child’s Retirement

The New Changes for 529 Plans: Roth IRA Contributions & Potentially Funding Your Child’s Retirement

The 529 College Savings Plan is a state-sponsored savings strategy designed to encourage saving for future education costs. You can contribute to any state-sponsored plan and it may be advantageous to do so due to other plans lower fees and investment choices. The...
How to chat to your kids about money and finances (and set them up for financial success!)

How to chat to your kids about money and finances (and set them up for financial success!)

If you think back to your childhood, can you remember the lessons, feelings, and beliefs you learned about money and finances? What is your first memory of money? Is it positive or negative? Did your parents struggle with money and did you know that? Was the topic of...
What to teach your kid about money and finances as they head off into adulthood

What to teach your kid about money and finances as they head off into adulthood

Your kid is going off into the real world and there are some crucial things that they need to do to set themselves up for financial success. Whether they’re starting a career, going to college, or taking a gap year, these steps will help them begin their journey...
What you need to know about the Secure 2.0 Act

What you need to know about the Secure 2.0 Act

On 12/30/22 the Secure 2.0 Act was signed into law with the intention to strengthen the retirement system and help more Americans save and plan for retirement. There are hundreds of provisions inside the legislation and below are the provisions that will most likely...
Year-end financial planning tips so you can be a financial badass!

Year-end financial planning tips so you can be a financial badass!

As the end of the year approaches, it is time to finish up your last-minute financial to-do’s. Here is a list of things that you should consider as you wrap up the year so that you can leave 2022 feeling like a financial badass. Review this list now as many deadlines...
What the hell is going on with Student Loans?

What the hell is going on with Student Loans?

Note: Extended Public Service Loan Forgiveness Waiver ends October 31, 2022!! Time-limited changes to the public service loan forgiveness program allow borrowers to qualify for forgiveness during time periods they did not previously qualify.  If you have worked in a...