529 to Roth IRA Transfers

529 to Roth IRA Transfers

With the passage of Secure 2.0, many people are revisiting the 529 plan and its role in their financial plans. The most common objection to 529 plans is usually around the lack of flexibility. The concern is not all funds will be needed for college, and this money...
Insurance Premiums and What We Want in Return

Insurance Premiums and What We Want in Return

A few days after this last Christmas, I pulled our minivan into our garage. My family had just driven five hours from my parents’ home. We were tired and glad to be back. In the back of my mind during the drive was the thought of how cold the past week had been. We...