March 2019

Lifelong Learners: Set Up a 529 Plan for Yourself

Becca Mack2019-03-29T14:13:13+00:00March 29th, 2019|Financial Planning, lifestyle|

Whether you think of yourself as an old dog or spring chicken in retirement is up to you. E [...]

Most people know that April 15th is Tax Day, but they may not know that it is also the dead [...]

Becca Mack2019-03-22T15:55:39+00:00March 22nd, 2019|Financial Planning, Healthcare|

Do you have a Health Savings Account (HSA)? If so, you should note that the rules regarding [...]

Becca Mack2019-03-19T01:32:07+00:00March 19th, 2019|Financial Planning, Retirement|

Now that you’re nearing retirement, the term “market volatility” might stir up different fe [...]

Becca Mack2019-03-15T13:44:35+00:00March 15th, 2019|Financial Planning, Tax Strategies|

Did you make an IRA charitable distribution this year? If so, you’ll want to report it on y [...]

Becca Mack2019-03-11T21:51:24+00:00March 11th, 2019|Financial Planning, Healthcare|

We know life is like a box of chocolates – but what about retirement? Do you really know wh [...]

Becca Mack2019-03-08T14:21:10+00:00March 8th, 2019|Financial Planning, lifestyle|

A home is one of the most significant purchases you’ve made in your lifetime, so you should [...]

Becca Mack2019-03-05T02:00:48+00:00March 5th, 2019|Financial Planning, Retirement|

If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Requ [...]