by Katie Brown | Feb 6, 2025 | General, News
529 Plans: The Ins and Outs of Contributions and Withdrawal 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points...
by Katie Brown | Jan 30, 2025 | General, News
The Sandwich Generation: Juggling Family Responsibilities At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same...
by Katie Brown | Jan 23, 2025 | General, Retirement
Time Can Be a Strong Ally in Saving for Retirement Father Time doesn’t always have a good reputation, particularly when it comes to birthdays. But when it comes to saving for retirement, time might be one of your strongest allies. Why? When time teams up with...
by Katie Brown | Jan 16, 2025 | General, Retirement
Converting Your After-Tax 401(k) Dollars to a Roth IRA Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth...
by Katie Brown | Jan 9, 2025 | General
Wills: The Cornerstone of Your Estate Plan If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the...
Best-In-State Wealth Management Teams (2025 & 2026) 