by Katie Brown | Mar 7, 2025 | General, Investment, News
529 Savings Plans vs. Prepaid Tuition Plans Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that’s right for you, it’s important to understand how 529 savings plans and 529 prepaid tuition plans work and the...
by Katie Brown | Feb 27, 2025 | General, Investment, News
529 Lesson Plan: High Scores for 529 Plans Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 savings plans, a popular way to save for...
by Katie Brown | Feb 21, 2025 | General, News
Education Tax Credits It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the...
by Katie Brown | May 31, 2024 | General, Retirement
Taking Advantage of Employer-Sponsored Retirement Plans Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating in it, you...
by Katie Brown | May 24, 2024 | General, Insurance
Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...
Best-In-State Wealth Management Teams (2025 & 2026) 