Year-End 2023 Tax Tips

By Mark Fissel
Posted on December 1st, 2023

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted on October 31st, 2023

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]

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Q3 2023 Market Review

By Clint Edgington
Posted on October 12th, 2023

The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]

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New Life for Your Old Insurance Policy

By Mark Fissel
Posted on September 29th, 2023

Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on September 29th, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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Q2 2023 Market Review

By Clint Edgington
Posted on August 1st, 2023

The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]

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Home Energy Tax Credits

By Mark Fissel
Posted on July 31st, 2023

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

By Mark Fissel
Posted on July 31st, 2023

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]

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TD Ameritrade Transition to Schwab: Important Details

By Anne Zavaglia
Posted on June 29th, 2023

The long-awaited transition to Schwab is on the horizon.  The Charles Schwab Corporation acquired TD Ameritrade in 2019.  Since that time, TD Ameritrade has been working […]

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As Your Parents Age, Help Them Protect Their Finances

By Mark Fissel
Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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