In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Check your Social Security statement for accuracy. Your future benefits are based on earnings reported. Learn more in this Financial Tip.
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.