Happy 529 Day!
A 529 plan is a state-level college savings plan that can be a great way to start saving for our children’s (or grandchildren’s) college expenses! Here are the fundamentals.
Tips for Proactive Tax Planning
Proper proactive tax planning helps avoid many unpleasant surprises and outcomes in the future. Let’s go over some financial planning tips you should know!
Required Minimum Distributions – What’s New?
A required minimum distribution (RMD) is a specific amount of money the government requires you to take out of your pre-tax retirement accounts every year starting the April after you turn 72 years old.
Should You Invest in Bitcoin?
With its recent rise in adoption and whirlwind of information, we take a deeper dive to make sense of Bitcoin and the rise of cryptocurrency.
Don't Get Caught in a Coronavirus Relief Payment Scam
Scammers are preying on unsuspecting people to gain access to their relief money. We want to encourage you to be aware of their possible tactics and do not let them be successful with these tips.
Advice for Emerging Financial Planners
So, you want to be a Certified Financial Planner™. Whether you are preparing to graduate from college or making a career change…