Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
Last Friday the IRS announced a few increases to retirement plan contribution limits for 2025: For employees who participate in 401(k), 403(b), governmental 457 plans,
In last quarter’s report we looked at economic growth, interest rates, and the probability of a recession versus a soft landing. The good news is
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to
As a financial planner, I’ve always been passionate about helping individuals and families achieve their financial goals. Over the years, I’ve noticed a gap in
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
4651 Salisbury Road
Suite 130-A
Jacksonville, FL 32256
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075