Seniors

Higher Learning with a 529 Plan for College

2021-03-04T14:56:06-08:00

During these uncertain times, 529 plans may make more sense than ever For many people, a 529 savings plan offers an opportunity to achieve an important life goal and improve overall financial health. As college and university administrators determine how higher education will look in the future (classes on campus, remote learning or a [...]

Higher Learning with a 529 Plan for College2021-03-04T14:56:06-08:00

Fiber Optics – Fiber For Heart Health

2021-03-04T14:30:38-08:00

Celebrate American Heart Health Month by embracing more fiber in your diet According to the National Institutes of Health, most people consume less than half of the recommended amounts of fiber, despite the health benefits that come with it. Those who have diets rich in fiber are more likely to manage their weight, and [...]

Fiber Optics – Fiber For Heart Health2021-03-04T14:30:38-08:00

Optimizing Required Minimum Distributions (RMD)

2021-03-01T16:08:06-08:00

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a [...]

Optimizing Required Minimum Distributions (RMD)2021-03-01T16:08:06-08:00
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