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 | Aug 29, 2024 | General, Investment, Tax
Taxation on Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...
by Katie Brown | Aug 22, 2024 | General, Investment
Investing In Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in...
by Katie Brown | Aug 15, 2024 | General, Investment
Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six...
Best-In-State Wealth Management Teams (2025 & 2026) 