top of page
Search


Leftover 529 Assets? Fund a Roth IRA!
A 529 account is a great, tax-efficient way to save for college expenses. Remaining 529 funds can now be used to fund a Roth IRA.

Chelsei J. Latsch, FPQP®
Jun 12, 2024


5 Strategic Financial Moves Post-Tax Season
Consider these five essential tips to leverage your current tax situation into a springboard for future financial growth.

Melissa Fradenburg, AIF®, CDFA®
Apr 16, 2024


Opening An HSA Today Can Help Keep Retirement Healthcare Expenses At Bay
Healthcare will likely be one of your largest expenses in retirement. A Health Savings Account (HSA) is a tax-free way to start saving now.

Chelsei J. Latsch, FPQP®
Nov 18, 2020


New Job? Don't Leave Your Money Behind
Were you contributing to a 401(k) or 403(b) before you decided to leave an employer and start a new job? Don't leave your account behind!

Chelsei J. Latsch, FPQP®
Oct 7, 2020
bottom of page