Category: Financial Planning

17 Feb

What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?

March 13, 2025
By Zack Armstrong

Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...

27 Jan

Blog, Financial Planning

Why 2025 Could Be Your Deadline for a Roth Conversion Advantage

March 18, 2025
By Zack Armstrong

Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...

18 Dec

Blog, Financial Planning, Tax Management

A Financial Advisor Can Help You Navigate Tax Benefits for College Savings

March 18, 2025
By Zack Armstrong

Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...

26 Nov

Blog, Financial Planning

The Benefits of Rolling Over Your 401(k) Into an IRA Instead of a New Employer Plan

March 18, 2025
By Zack Armstrong

If you've recently changed jobs, you may be considering what to do with your existing 401(k). One option is to roll it over into your n...

26 Nov

Blog, Financial Planning, Investment Ideas

Give the Gift of Financial Security: Ideas for Investment-Themed Presents

March 18, 2025
By Zack Armstrong

Why not explore gifts beyond traditional options to offer lasting value in a season of giving? Investment-themed presents provide uniqu...

25 Oct

Blog, Financial Planning

Inheriting or Receiving a Windfall: The Importance of Using a CPA/CFA

November 20, 2024
By Zack Armstrong

Receiving a large lump sum, whether from an inheritance or a windfall, is a unique financial event that often brings as much complexity...

25 Oct

Blog, Financial Planning, Tax Management

Tax Implications to Consider When Moving Your 401(k) to a New Employer

March 18, 2025
By Zack Armstrong

Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...

13 Sep

Blog, Financial Planning, Investment Ideas, Tax Planning

Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor

March 18, 2025
By Zack Armstrong

Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...

13 Sep

Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

November 20, 2024
By Zack Armstrong

Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

24 Jul

Blog, Financial Planning, Investment Ideas

Using 529 Plans for College Savings: Pros and Cons

November 20, 2024
By Zack Armstrong

Planning for your child's college education can feel overwhelming, but starting early with a 529 plan can make a significant difference...