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...
🥳10 Financial New Year Resolutions for 2024 (And 2023 Financial Reflections)🥳

🥳10 Financial New Year Resolutions for 2024 (And 2023 Financial Reflections)🥳

Happy 2024🥳! It’s that time of year again to dedicate some of your valuable time to both reflect on your finances in 2023 and set intentions with the momentum that the fresh start of a new year can bring for 2024. It’s important to set goals in all areas of your life,...
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...