Can I Make A 529 Plan to Roth IRA Transfer in 2024?
To help clear up the question, “Can I Make A 529 Plan to Roth IRA Transfer in 2024?,” we put together this helpful guide.
2024 Important Tax Numbers: A Handy Guide
To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.
Reasons to be Thankful After a Volatile Year
Over the past year, investors have navigated many challenges due to interest rate swings, the banking crisis, inflation, and more.
Negotiating Your Next Mortgage
In the market for a new home? It’s no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.
Should You Accept A Free Credit Lock?
Here, we’ll explore what a credit lock is, how it differs from a credit freeze, and whether or not it’s a good idea to accept a free credit lock offer.
How Middle East Conflicts Have Historically Impacted Markets
From the perspective of investors, it’s always important to separate feelings and beliefs around politics and global matters from portfolio decisions.
Social Security & Medicare Changes for 2024
The Social Security Administration recently announced that benefits for 2024 will increase by 3.2%. This is a noticeable change from the 8.7% increase seen in 2023. It marked one of the largest increases in nearly 40 years.
3rd Quarter 2023 Market Review and Commentary
Our quarterly market review and commentary – 3rd Quarter of 2023, discussing and analyzing the markets and economy in the 3rd Quarter.
What’s Up With Your Bonds? (Video)
In this video we’ll be discussing the current environment for bonds and how this all impacts your investment portfolio.
Roth IRAs / 401Ks and Why You Should Use Them (if possible)
Planning for retirement can be confusing, complicated, and a lot of times – overwhelming. One great tool that can be used to benefit retirees in the long run are Roth IRAs / Roth 401(k)s.
Understanding Social Security Benefit Taxation
Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.
Consumers Faltering?
As long as Americans still spend on things like cars, houses, birthdays, and trips abroad, they create a significant tailwind against recession risks.
The Highest Real Yields Since 2009
Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility.
The Importance of Investing Early
A fundamental key to success is simply to start saving early, stay invested, and remain focused on long-term financial goals.
Upsizing vs. Downsizing in Retirement
No matter whether you’re downsizing or upsizing in retirement, the key is to plan early and plan carefully.
