Sep 30, 2024 | Education, Financial Planning, Resources, Taxes
If you find yourself in a situation where you no longer need your 529 plan for education expenses, converting it to a Roth IRA may be a smart financial move. One of the significant advantages of a Roth IRA is the potential for tax-free growth and withdrawals in...
Aug 23, 2024 | Business Strategies, Education, Financial Planning, Investments, Resources, Retirement Planning
Financial wellness is a crucial aspect of overall well-being, and it plays a significant role in the workplace. Employers and employees can work together to improve financial well-being by implementing practical strategies that promote financial stability and...
Jun 18, 2024 | Education, Financial Planning, Holistic Financial Planning, Investments, Resources
Financial planning plays a crucial role in the lives of young families, providing them with a solid foundation for a secure and prosperous future. By implementing effective financial strategies, young families can navigate through various stages of life with...
Dec 27, 2022 | Education, Financial Planning, Holistic Financial Planning, Resources
“How can I make sure my kids can afford to go to college?” A college degree has never been more important. Today, many jobs that pay a living wage require at least a bachelor’s degree. If you’ve got children or are planning a family, you may wonder how you can...
