YOUR Money – What to Watch for in 2024
If you’re in, or nearing retirement, you may be wondering how the 2024 presidential election may impact your portfolio – and your retirement plans. Perhaps you’re wondering if you should wait to claim Social Security and work a little longer? You’re not alone. It’s natural for investors to look for a connection between who wins […]
Options for Overfunded or Unused 529 College Savings Accounts
Section 529 plans can be a tax-smart way to save for college and other qualified education expenses. Contributions to these plans aren’t deductible for federal tax purposes, but earnings and gains accumulate federal-income-tax-free. Then you can take federal-income-tax-free withdrawals to cover qualified education expenses. What happens if a 529 account turns out to be overfunded […]
An Inside Look at Qualifying for Financial Aid
Parents with college-bound children often don’t understand the complexities of the financial aid process. They can’t plan for the tuition costs effectively without the right information on what to do to get more financial aid for their children. This one-hour webinar led by Colton J. Hastings, CFP® will familiarize you with the primary rules governing […]
5 Ways Financial Advisors Can Help Start-Ups Succeed
Every business starts with a “seed” idea that germinates into a fledging business under the right conditions. The decisions that owners make when launching a start-up will impact its financial well-being for years to come. Here are five ways financial advisors can provide critical guidance at this phase of development: 1. Business Planning You’ll need […]
