by Laurie Fowlkes | May 8, 2024
How to Handle Financial Accounts After a Spouse Dies We know how traumatic the death of a loved one is; and we hope this printable guide provides you with some comfort as you wrap your head around managing financial affairs on your own. As always, we are just a...
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...
