Earlier this year the dreaded “R” word - Recession - was on everyone’s mind.  And with good reason.  Recall how poorly the US economy appeared this past winter, with inflation persisting, interest rates rising, corporate profits waning and consumer...

In December 2022, President Biden signed into law SECURE 2.0 which contains a variety of changes to help strengthen the nation’s retirement programs. One of the provisions in the new law permits a 529 Plan account beneficiary to roll unused dollars from a 529 Plan...

Here’s a question I often pose to soon-to-be retirees: “What does it cost to be you?” The point of asking is to see if you know the cost of your lifestyle.  My experience tells me most clients don’t know the answer. I then urge them to track their spending so...