SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.

Volatility will likely remain until we get a better handle on the direction of inflation and interest rates. The good news is that we are closer to rate cuts than rate hikes.

Pet insurance can help protect your pet—but not always. Here are points to consider when deciding whether to buy pet insurance.

There have been plenty of predictions that the commercial real estate market will crash. Here are important factors playing into the CRE space’s viability.

The weight-loss effects of GLP-1 drugs are making big changes in many industries, but the impact on Wall Street is likely to be negligible. Here’s why.

With markets at all-time highs, should you fear a sell-off? Here’s what history tells us.

In this blog post, we will explore the ins and outs of superfunding, a strategy that allows contributors to make a substantial impact on education savings while navigating the nuances of gift tax exclusions and lifetime exemptions

The upcoming election may be making headlines, but another issue to be addressed: U.S. federal debt.

Insuring Your Adult Child When They Leave the House: Navigating Health and Financial Independence

We review the markets and economy in 2023 and what we may expect in 2024.

We explore important factors to consider when gifting to adult kids, including tax-advantaged gifting, estate planning, and tax exemptions.

Here are eight reasons why you want to keep track of what your pay stub reports.

We do a deeper dive into bond market volatility and the financial impacts.

A recent financial aid rule change is good news for grandparent-owned 529s. Here’s why.

Gas prices have been on the rise again and led to some concern about whether inflation may spike once more.

The bond market is again experiencing volatility. Read this article to understand why and what you can do as an investor.

MedPay and PIP are valuable additions to your auto-insurance policy that can help cover medical expenses resulting from car accidents. Here’s what you need to know.

Following certain so-called “investing icons” will just help you lose money.

In this blog post, we explore this upcoming change for 529 account owners.

We consider the information pointing to whether to expect a crisis in commercial real estate.

If you received an IRMAA determination letter that will raise your Medicare Part B or D premium, you can submit Form SSA-44 to have the premium reviewed.

It’s a good idea to include your digital assets in your estate plan. Here’s how.

We look at what history can tell us about the impact of the debt ceiling showdown.

The SECURE Act and SECURE Act 2.0 made changes to required minimum distributions that can affect retirement, estate, and tax planning.

While returns do not make up for the drop experienced last year, they are an encouraging sign.

If the Fed continues to take a softer stance, foreign markets could continue their recent outperformance.

Here are tips to help protect your aging parents from scams, from educating your parents about scams to getting your family involved.