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Equities Continue to Climb in January

Listen to a quick, 3-minute summary featuring the market and economic news for the month of January. Katharine E.W. Dudley, AIF®


Consider a Roth IRA Transfer

Prior to 2024, 529 Plan funds could only be used to pay for qualified expenses (e.g., tuition, books, computer, and room/board). If the account was overfunded, if a child received a full scholarship covering their cost of college, or if they decided not to attend college, there was no way to get the extra money…

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Financial Checklist

The beginning of the year is a good time to make sure you are on your way to meeting your financial goals. Take these smart financial steps in early 2024 to continue on the path to a more secure financial future: Review how much you saved and invested in 2023. Did you make progress toward…

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How to Navigate the Medicare Maze

Planning for retirement can be an exciting time that comes with many important decisions: How are you going to spend your free time, where do you plan to live and what’s your retirement savings withdrawal strategy to fund your new activities? As we approach retirement, one of the most significant pieces of the retirement puzzle…

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