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...
A Spending (AKA Budgeting) Plan That Actually Works In Real Life

A Spending (AKA Budgeting) Plan That Actually Works In Real Life

How do you feel when you hear the word budget? Most people we speak with physically recoil, admit they hate it and don’t want to do it, and have other adverse reactions. This makes sense as most often what comes to mind is restriction, not being able to do what you...
Harvesting Savings: 6 Financial Moves To Make This Fall Season

Harvesting Savings: 6 Financial Moves To Make This Fall Season

Head into spooky season by making sure you “leaf” your financial stress behind. As the end of the year approaches, it’s important to plan for the most expensive time in most Americans’ lives. Between back-to-school shopping, holiday preparations, and all the...