by Katie Brown | Nov 14, 2024 | General, Investment, Retirement
Understanding IRAs An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at...
by Katie Brown | Nov 7, 2024 | General, News, Retirement
Understanding Social Security Almost 72 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security are retired, you and your family members may be...
by Katie Brown | Oct 31, 2024 | General, Investment, Tax
Income Tax Planning and 529 Plans The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also...
by Katie Brown | Oct 24, 2024 | General, Investment
Mutual Funds: Building Blocks for a Retirement Portfolio Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That’s one reason why mutual funds have become a popular choice for many investors’...
by Katie Brown | Oct 17, 2024 | General, Investment
Evaluating Mutual Fund Fees and Expenses When you’re choosing among mutual funds, you should take into account what the fund will cost you in fees and expenses. The higher those costs, the better the fund’s performance needs to be to compensate for them. A...
Best-In-State Wealth Management Teams (2025 & 2026) 