Tag: planning

Investing
Lia Bertelson

529 College Savings Plans

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

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News
Lia Bertelson

2025 Contribution Limits

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,

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Investing
John Abernethy

No Brackets Needed Here

March Madness is here and with it thousands of people will try to beat the odds by picking the perfect bracket. What are the odds

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