Lifelong Learners: Set Up a 529 Plan for Yourself Lifelong Learners: Set Up a 529 Plan for Yourself Julie Sayers2024-01-09T09:59:17-05:00March 29th, 2019|Financial Planning, Lifestyle|
If You Have an IRA Don’t Forget About This Important Deadline If You Have an IRA Don’t Forget About This Important Deadline Julie Sayers2024-01-08T22:07:01-05:00March 25th, 2019|Financial Planning, Retirement Planning|
3.25.19 – Global growth concerns—here we go again! 3.25.19 – Global growth concerns—here we go again! Julie Sayers2024-01-09T09:40:29-05:00March 25th, 2019|Todd's Take on the Market|
3.19.19 – Trade optimism pushes stocks higher 3.19.19 – Trade optimism pushes stocks higher Julie Sayers2024-01-09T09:39:13-05:00March 19th, 2019|Todd's Take on the Market|
Don’t Let Market Volatility Ruin Your Retirement Don’t Let Market Volatility Ruin Your Retirement Julie Sayers2024-01-09T09:57:17-05:00March 19th, 2019|Financial Planning, Retirement|
Did You Make a Qualified Charitable Distribution this Year? Did You Make a Qualified Charitable Distribution this Year? Julie Sayers2024-01-08T22:04:37-05:00March 15th, 2019|Financial Planning, Tax Strategies|
Saving for Retirement While Reducing Your Taxes Saving for Retirement While Reducing Your Taxes Julie Sayers2019-06-12T18:02:26-04:00March 13th, 2019|Retirement Planning, Tax Strategies|
3.11.19 – Stocks take their first pause of 2019 3.11.19 – Stocks take their first pause of 2019 Julie Sayers2024-01-09T09:38:55-05:00March 11th, 2019|Todd's Take on the Market|
Are You Thinking About Buying a Second Home? Are You Thinking About Buying a Second Home? Julie Sayers2024-01-09T11:20:33-05:00March 8th, 2019|Financial Planning, Lifestyle|
Have a Retirement Account? Be Prepared for Your RMDs! Have a Retirement Account? Be Prepared for Your RMDs! Julie Sayers2024-01-08T18:48:32-05:00March 5th, 2019|Financial Planning, Retirement|
