Income Tax Planning and 529 Plans

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...

A/D Juicebox Sliding into Fourth! (October 8th)

by Katie Brown | Oct 28, 2024 | General, News

A/D Juicebox Sliding into Fourth! We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. We have a special guest, Margo Steinlage from Steinlage...

Mutual Funds: Building Blocks for a Retirement Portfolio

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’...

Evaluating Mutual Fund Fees and Expenses

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...

Closing a Retirement Income Gap

by Katie Brown | Oct 10, 2024 | General, Retirement

Closing a Retirement Income Gap When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that...