Apr 5, 2024
When you’re the parent of a child with special needs, there’s a lot that’s needed from you: love, patience, and perseverance. However, something that many people often forget is the financial implications that accompany this family dynamic. To put this in perspective,...
Mar 23, 2024
Whether you’re a grandparent or have blessed your parents with the joy of grandchildren, this updateis tailored just for you!Recent adjustments to the FAFSA (Free Application for Federal Student Aid) guidelines havesignificantly boosted the appeal of 529 savings...
Feb 29, 2024
By: Laurie Allen, CFPNot everyone gets to pick when they’ll become a parent. Some people choose to waituntil their thirties or forties when they finally feel financially and emotionally ready forthe challenge. Or perhaps you might be in my situation – someone...
Feb 1, 2024
We’ll be witnessing the largest wealth transfers in history over the next decade from Baby Boomers to Millennials. Click the link below to read more about what millennials and their Baby Boomer parents should know about some of the potential...
Nov 3, 2023
Is there any good news from all this inflation that we recently experienced? There may be a couple.. INCREASED RETIREMENT ACCOUNT CONTRIBUTION LIMITS in 2024Contribution limits for 401(k), 403(b), and most 457 plans, as well as Thrift Savings Plan is increased...