Our winter 2025 financial planning newsletter is now available. There's a lot going on in the world of personal finance! The newsletter includes details on action you may need to take as a result of the Social Security Fairness Act and an upcoming Vanguard litigation deadline. We also cover super … [Read more...]
Optimistic Aging Virtual Client Event
We are thrilled to be hosting a virtual client event. At this summer's Garrett Planning Network retreat, several of our planners enjoyed hearing psychologist Margit Henderson speak on Optimistic Aging. We found her so informative and inspirational that we partnered with 2 other firms to bring her … [Read more...]
Winter 2024 Financial Planning Newsletter
The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
Using a 529 Plan to Fund a Roth IRA
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...]
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