Today (5-29) is National 529 Day

This day on the calendar marks a great opportunity to promote the use of 529 plans for college education funding. …

Financial Review Heading into 2024

The first month of a new year is a good time to review your finances and make changes for the…

Time to Lock in High Interest Rates

The Federal Reserve (Fed) has been raising interest rates for a long period of time attempting to combat inflation and…

Depositor Insurance Limits

An important issue in the news lately relates to several regional banks being on the brink of failing and concerns…

Setting Every Community Up for Retirement Enhancement (SECURE 2.0) Act

In the past few years Congress has enacted significant changes to retirement savings plans and distribution options.  The Setting Every…

Retirement Saver’s Credit (future Saver’s Match)

In late December 2022, President Biden signed Secure Act 2.0, which made significant changes to IRAs, employer sponsored retirement plans,…

The 401(k) Match is Back

After a temporary pause on matching your 401(k) contributions many companies are reinstating the opportunity to have employer contributions match…

To Refinance, or to Not Refinance your Personal Residence Mortgage?

The mortgage interest rates are heading down, so you may want to consider refinancing your mortgage.  There are a few…

Five-Part Series: Financial Planning for All Ages (Part 2)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each…

Five-Part Series: Financial Planning for All Ages (Part 1)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each…

Long-Term Care Insurance

Long-Term Care (LTC) Insurance – Is It for You? Who needs it? Why do I need it? How much will…

Financial Advice for the New Graduate

It is graduation time for young adults as they are starting a full-time work life either with a high school…

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