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...
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...
by Chris Magaña | Jun 22, 2020
Your nonprofit stands for certain core values and does not put a flag up in others. It’s one of the critical reasons why so many donors contribute to your mission. It is strongly recommended that your board of directors come to a decision on critical questions...
