Good Changes for Unused 529 Plans

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...

The Value of Professional Advice

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...

Do More: A Case Study in Babysitting and Wealth Management

What does babysitting my money and my children have in common? When the kids were little and I hired someone to babysit our three girls, I expected them to do a few very basic things: Keep the kids safe, have fun, feed them, and have them in bed before I came home....