Federal Employees Info
The Financial Planning Gap That Advisors Don’t Talk About
When I first meet with someone, they often ask, “what is the difference between a financial advisor and a financial planner?” The critical difference is
SECURE 2.0 – Big Changes To Retirement Plans
SECURE Act 2.0 has set to improve on the original SECURE Act passed in July 2019. The Setting Every Community Up for Retirement Enhancement Act
Series I Savings Bonds’ Paying 6.89%
Series I Savings Bonds’ Paying 6.89% Investors should consider purchasing I bonds before rates change May 1st, 2023. As of today, I bonds are
What is a 529 Educational Savings Plan
A 529 is an educational savings plan sponsored by each individual state. The purpose is to offer specific tax benefits and encourage parents to save
Tax-Loss Harvesting: Consider Before End of 2022
As of this writing, the S&P 500 is down year-to-date -16.26% and the NASDAQ is down -29.14%. While 2022 has not been kind to the
