How to Manage Your Aging Parents’ Finances
Taking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it…
Volume 10 Issue 2
New Required Minimum Distribution Rules for 2022
Volume 10 Issue 2, eNewsletter
Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with…
Give a College Savings 529 Plan For Graduation
Volume 10 Issue 2, eNewsletter
If you want to make an impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions:…
How To Maximize the Potential of Your 401(k) Plan
Volume 10 Issue 2, eNewsletter
One of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred…