Have Unused 529 College Savings? Roll Them Into a Roth in 2024

December 11, 2023December 4, 2023 Uncategorized

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are ... Read more

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

December 4, 2023December 4, 2023 Uncategorized

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business ... Read more

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

November 25, 2023November 17, 2023 Uncategorized

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it ... Read more

How to Talk Money With Your Family Over The Holidays

November 18, 2023November 17, 2023 Uncategorized

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk ... Read more

Transition to Adulthood: What Happens Legally When My Child Turns 18? 

November 13, 2023November 7, 2023 Uncategorized

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and ... Read more

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

November 7, 2023November 7, 2023 Uncategorized

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of ... Read more

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

October 31, 2023November 7, 2023 Uncategorized

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, ... Read more

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

October 23, 2023October 13, 2023 Uncategorized

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at ... Read more

Flu Season Fundamentals: How to Keep Seniors Safe This Fall 

October 16, 2023October 13, 2023 Uncategorized

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, ... Read more

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan

October 10, 2023September 29, 2023 Uncategorized

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done ... Read more