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As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings.

Medicare open enrollment is on the horizon. Start thinking about changes you may want to make to your coverage. Some significant changes have come along for Medicare, with more taking effect in [...]

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

My father-in-law is currently in the hospital after some major heart issues. We've been told he needs to live in a skilled nursing facility. We were in the process of getting him [...]