Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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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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Key Retirement and Tax Numbers for 2024

By Content Administrator
Posted on January 29th, 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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Reviewing Your Estate Plan

By Mark Fissel
Posted on December 1st, 2023

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]

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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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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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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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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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