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Topic: roth-ira

14 Ways to Show Your Finances Some Love This Year - Part 1
By Tammy Silvas • March 3, 2024
It's time to show your finances some love... thought thoughtful financial planning. Now I know what you’re thinking – that doesn’t sound as fun or showy as a fancy night, a bouquet of flowers, or even a night in with Netflix. But trust me,…

Have Unused 529 College Savings? - You have new options
By Tammy Silvas • December 5, 2023
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact…
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