April 2024 Newsletter
April showers bring May flowers!
March 2024 Newsletter
Happy Spring!
February 2024 Newsletter
Spring is near!
January 2024 Newsletter
Happy New Year!!!
December 2023 Newsletter
It's the most wonderful time of the year!
November 2023 Newsletter
Happy Turkey Month!
October 2023 Newsletter
It's Fall, Y'all!
September 2023 Newsletter
Happy Fall!
August 2023 Newsletter
Time for Back to School!
July 2023 Newsletter
Stay cool this summer!
June 2023 Newsletter
Happy Summer!
April 2023 Newsletter
April Showers Bring...
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
Don’t Procrastinate – Establish Your Will
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
