7 Ways to Use Your 529 Plan

Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day?  In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense?  When…

Should I Make a Roth IRA Conversion?

If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes? Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA….

Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and…