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...
🥳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,...