by Laurie Fowlkes | May 8, 2024
Unused 529 Plan Changes While you’ve been saving like a boss for your kid(s) to go to college, a few changes were made that you should know about… Buried deep inside Section 126 of the SECURE 2.0 Act of 2022, a special provision allows for tax and...
by Chris Magaña | Jun 23, 2020
Hire a Coach or Go it Alone? Note: There are many ways to describe someone running your life’s hard-earned savings. Whatever you call it [financial advisor, wealth planner, money manager, broker], we believe that person should be a financial coach focused on...
