Although 529 accounts are often used to pay for children’s college tuition, those funds can also be used for a variety of qualified expenses. As a firm, we have chosen not to charge management fees on College savings accounts for our clients. If you have any interest in learning how these accounts work or setting one up with our help, please don’t hesitate to call.
Read MoreHere are a few ideas to make sure you take advantage of the downtime and tighten up some of your finances
Read MoreWith the rapid change to our lifestyles, brought on by the current pandemic, real-life tech isn’t waiting to hack into every industry. It’s not only weathering the current crisis with better business models, but setting itself up for the future by becoming indispensable for businesses and individuals alike. Simply put, the future is coming faster…
Read MoreIn light of the current pandemic, rainy day funds have become a higher priority than ever. Katie shares some strategies and mindsets for increasing your savings
Read More16 Million people just lost their jobs, but US stocks are up over 30% from their lows.
Why is there such a disconnect between main street headlines and wall street prices?
Read MoreThe CARES Act, about $2 trillion in total, is the largest economic stimulus legislation in American history since the New Deal back in the 1930’s.
Read MoreAlthough bear markets always take different shapes, the human reaction to it has been eerily similar. Here’s what we’ve seen and what we expect:
Read MoreResources from our Conference Call 3/27/2020
Read MoreBelow is a collection of opinions from some of the brightest economists we follow (Hint, they think selling now will lead to some FOMO):
Read MoreIf an employee has an outstanding loan against their 401(k) account, failure to make payments can cause that loan to default, triggering a tax bill at the end of the year. Thankfully, the IRS has a 401(k) provision that can help:
Read MoreIn the wake of this bear market, here's the top 5 questions we're getting from clients: When will this all be over? What Should I Do? How should I be thinking about this pullback? Where is the market bottom? What should we expect next?
Read MoreDuring steep drops, it’s ok to be a little fearful, but not ok to act on it
Read MoreEvery market has winners and losers
Read MoreIs this really about CoronaVirus? Do markets really move faster? How does the market historically handle outbreaks?
Read MoreThe Coronavirus outbreak reminds us of recent global health scares, and we wanted to research how markets have responded in the past to epidemics…
Read MoreAs we head toward an important U.S. presidential contest in November, investors may be worried that a contentious election season, or a certain outcome, could send markets into a tailspin…
Read MoreAs part of a larger government spending package, which was signed into law on December 20, 2019, Congress included provisions from the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The act includes many common-sense, long-overdue reforms that could make saving for retirement easier and more accessible for many Americans.
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