Recession Preparation

By: Gigi G. LeKites, CFP®, CRPC® Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person […]

Dispelling Myths About 529 Plans

Myth 1: You have to contribute to a 529 in your home state. That statement is false with regard to 529 college-savings plans, in which money is invested in a portfolio […]