529 Plans vs. Other College Savings Options

by Katie Brown | Mar 29, 2024 | General, Investment

529 Plans vs. Other College Savings Options 529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual...

Saving for Retirement and a Child’s Education at the Same Time

by Katie Brown | Mar 22, 2024 | General, Retirement

Saving for Retirement and a Child’s Education at the Same Time You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s...

Choosing a Beneficiary for Your IRA or 401(k)

by Katie Brown | Mar 15, 2024 | General, Retirement

Choosing a Beneficiary for Your IRA or 401(k) Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in...

A/D Juicebox Ring Out the Old, Ring in the New! (January 17th)

by Katie Brown | Mar 15, 2024 | General, News

A/D Juicebox Ring Out the Old, Ring in the New! 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. Disclosures: All indices are unmanaged and...

Estimating Your Retirement Income Needs

by Katie Brown | Mar 8, 2024 | General, Retirement

Estimating Your Retirement Income Needs You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds,...