by Jason Sechrist | Mar 23, 2023 | financial planning, Investments, Money
How to earn $30,000 in interest only every year in retirement While the thought of funding your retirement adequately might be daunting, if you start planning now you’ll certainly be thankful later. Retirement usually entails replacing your former annual salary...
by Robert Sechrist | Mar 20, 2023 | financial planning, Money
‘A step in the right direction,’ says tax pro KEY POINTS The IRS this week unveiled a new option to respond to nine agency notices online. The new feature allows taxpayers and professionals to digitally upload requested documents, rather than responding by mail....
by Jason Sechrist | Mar 9, 2023 | financial planning
Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning. What if financial planning wasn’t just a...
by Robert Sechrist | Mar 6, 2023 | financial planning, Insurance
Health savings accounts (HSAs) are projected to surpass $100 billion in assets in 2023, showing that consumers are realizing the potential power of HSAs, including as a significant wealth-building tool (there were nearly 34 million accounts in June 2022, according to...
by Jason Sechrist | Feb 23, 2023 | financial planning, Investments
Stranded college savings plan can soon be rescued. New law lets 529 dollars roll into retirement Kids change their minds a lot, so it’s understandable parents might be nervous to lock away money in a college savings plan. After all, what if your child decides to skip...
by Jason Sechrist | Feb 16, 2023 | financial planning, retirement
New retirement bill means big changes for retirement and 529 plans Big changes are likely coming for Americans’ retirement savings. The changes, part of the Secure Act 2.0, were included in the sweeping end-of-year $1.7 trillion spending bill the Senate passed...
