Jun 5, 2025
IntroductionDivorce and remarriage are more than emotional milestones—they’re financial turning points that can alter the course of your wealth. As a high-earning woman, these transitions carry even greater significance because you may have substantial assets,...
May 29, 2025
Accessing the funds in your 529 plan to pay for education expenses is a straightforward process, but understanding the rules is key to maximizing the tax benefits. This guide provides a general overview of how to withdraw from your 529 plan. Remember to consult your...
May 14, 2025
Receiving an inheritance can feel like a gift, but it also comes with financial and legal responsibilities that many beneficiaries aren’t prepared for. Without guidance, it’s easy to make costly mistakes—whether it’s overspending, mismanaging assets, or facing...
May 5, 2025
Choosing beneficiaries isn’t just about dividing assets – it’s about shaping your legacy and ensuring the people you care about are taken care of in a way that reflects your values. It’s a deeply personal decision, and no two families approach it the same way....
Apr 28, 2025
Xennial speaking here. Yes, the generation that slots in between Gen X and Millennials. As a Certified Financial planner for a decade and a half, I’ve learned a lot both from personal experience and also working with clients about some of the major pitfalls of...
Apr 25, 2025
New Age 60-63 Retirement Contribution Catch-Up Rule (SECURE 2.0 Act)Written by: Laurie Allen, CFP for LA Wealth ManagementWe’re always looking for ways to help our clients save more money for retirement and the government just gave us one heck of a leg up! The...
