You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for college. But the big concern is always: what if my child doesn't go to college? Will I end up paying … [Read more...]
2024 Key Financial Planning Numbers
Here's a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and FSA maximums, and social security maximum taxable earnings. As a highlight, the 401(k) limit … [Read more...]
Best Financial Planners and Top Wealth Managers 2023 – D Magazine
The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We're delighted to once again be included in both of them. Patty Priddy and Jean Keener have again been named to the Best Financial Planners list. According to D Magazine, they compile … [Read more...]
Cash vs. Bonds in 2023
Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, treasuries, or a savings account. These feelings are especially understandable after 2022, a rare year in … [Read more...]
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