Saving for education is a cornerstone of financial planning for many families. One popular tool for this purpose is the 529 plan, a tax-advantaged investment account designed specifically to help pay for qualified educational expenses. In the past several years, new legislation has provided several updates that expand the flexibility of 529 plans. One such […]

We’re all familiar with how inflation over the last few years has been affecting our day-to-day lives, perhaps more so than we’d prefer. One of The Federal Reserve’s two mandates is to achieve stable prices, currently targeting 2% annual inflation rate. To combat inflation, one of the main tools The Fed uses is the adjustment […]

RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce for a variety of […]

If you missed our most recent Wisdom with Women on May 17th, featuring Annie Arbenz, Partner of The Narrows Law Group, discussing estate planning, you can watch the video below.    

How to Navigate Inflation While in Retirement From the Desk of Amanda Burrows, CFP®, CSRIC® Wealth Advisor   If you’re close to or in retirement, recent inflation has likely been unnerving, particularly given that stock markets have experienced significant volatility since early 2022. That is, you’re looking at higher prices while parts of your portfolio […]