Starting this year, you can transfer any remaining or stranded funds held in a 529 plan to a Roth IRA.

With optimism relatively high and sentiment indicators flashing near historic extremes – the next quarter sets up some additional volatility.

The economic recovery since Covid has been bright, and we should celebrate where the credit belongs: American companies and, most importantly, American workers.

A conversion to a Roth IRA could be a very impactful tax strategy, but there are a lot of complications at play that need to be considered.

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower tax rates, and much more generous estate tax exemption—would sunset…

Starting this year, you can transfer any remaining or stranded funds held in a 529 plan to a Roth IRA.

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

The number of publicly-traded stocks has fallen substantially over the years as many companies remain private or are controlled by private equity firms.

In this Basic Training series we look at some of the important types of insurance.

Good vs. Bad debt and making sure you have a plan to pay each of them down efficiently or what you might gain or lose in the future because of…