Loose Change

01/23/2024

Congress is closer to reaching a deal on a new expanded child tax credit. Here’s what negotiations could mean for you.

01/18/2024

You might have heard some buzz about the SECURE Act 2.0 and the ability to transfer 529 funds to a Roth IRA. Maybe you’ve been wondering if you can take advantage of this new rule, too.

This helpful flowchart covers important issues such as:

- How long your 529 account has been open and funded?
- How earned income, previous Roth IRA contributions, and total 529-to-Roth IRA transfer limits can impact your ability to make a transfer.
- Whether a 529-to-Roth IRA transfer is the best fit for your situation.

01/16/2024

Commodity returns in 2023 took a hit. This graphic from Visual Capitalist shows the performance of commodities over the last 9 years.

Commodity returns in 2023 took a hit. This graphic shows the performance of commodities like gold, oil, nickel, and corn over the last decade.

01/11/2024

These financial planning steps can help ensure your financial wellness for the rest of the year, so take some time to look at your goals, debt, taxes and more.

01/09/2024

Beyond returns, a good investing experience depends on how you feel on the journey — just like in life.

01/02/2024

As time passes, the real value of money declines. The best way to counteract or hedge against inflation is to invest your money so it can grow. Keeping money in a bank account or money market fund simply won't generate enough return for your money to keep pace with rising price levels.

As time passes, the real value of money declines. The best way for Gen X to counteract or hedge against inflation is to invest your money so it can grow. Keeping money in a bank account or money market fund simply won’t generate enough return for your money to keep pace with rising price levels.

12/28/2023

This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.

12/25/2023

Happy Holidays to you and your family!

12/21/2023

Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting others and paying for the fun stuff.

12/19/2023

It’s important to deal with the emotional aspect first before tackling the financial one.

12/14/2023

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

12/12/2023

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.