The other day, I got a notice from my auto insurance provider stating that my premium would rise starting on my renewal date next month. When I took a closer look, I discovered it was close to a 30% increase! After some frantic research, I quickly realized that I wasn’t alone. ... Read More
Millennial consumers have gone from storming their local Barnes and Noble stores when a popular book releases to pre-ordering an eBook on their Kindle. They’ve traded in their flip phones for smartphones and DVDs and CDs for streaming. They’ve lived through world-altering events like 9/11, the 2008 financial crash, and the COVID-19 Pandemic. ... Read More
Accepting a new job is a pivotal moment in your life. While financials might not be on top of your to-do list, it’s important to take some time and strategize. There are a few things you can get a jump start on. ... Read More
Recently we have seen notable changes involving 529 Plans. Those changes relate to naming or changing the account owner and the beneficiary. But now, a 529 plan can help fund Roth IRAs! This means it is more important than ever to understand the impact of titling a 529 Plan. ... Read More
