Social Security Fairness Act Signed into Law

By Anne Zavaglia
Posted on January 13th, 2025

The Social Security Fairness Act passed the House and Senate late last year, and was signed into law by President Biden on January 5, 2025. […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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January 2023 Market Review

By Clint Edgington
Posted on February 3rd, 2023

January was a good month for investors, with markets ending higher despite concerns that the economy may be headed toward a significant slowdown or even […]

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Build Back Better Act Delayed

By Anne Zavaglia
Posted on January 3rd, 2022

The Build Back Better Act passed in the House in November. The $1.75 trillion social spending bill would advance key parts of President Joe Biden’s […]

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