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 […]

If you missed our most recent Wisdom with Women on March 15th, featuring April Sage discussing senior transitional planning you can watch the video below. When families open up & talk about planning for the unforeseen, next steps can be as easy as a “what to do” list in a note book. Our conversation about […]

FAMILY & LIFESTYLE Important rental, tax and retirement considerations to consider. The joys of a vacation home, or owning multiple homes in your favorite locations, are many. Spending time with loved ones, in locales near and dear to your heart is a worthwhile pursuit. But of course, they come with maintenance and other considerations, including […]