The New 529 Plan Rules: An Option to Save for College and Retirement Key takeaways 529 plans offer tremendous benefits, especially when earmarked for education expenses, thanks to their potential tax advantages. These plans have always been a go-to choice… Read More »The Secure Act 2.0: Unlocking 529 to Roth IRA Conversion
By Hazel Secco, CFP ®, CDFA ® This blog post discusses everything you need to know about RSUs (Restricted Stock Unit)—a seemingly simpler form of equity compensation, yet often challenging for tech professionals to navigate. Tech employees have busy schedules… Read More »Restricted Stock Units (RSUs): How Do Restricted Stock Units Work
It’s Not All About Making More Money Written by Hazel Secco, CFP ®, CDFA ® Financial planning is often misunderstood as a means to solely generate wealth through stock market maneuvers and market timing. However, this perception is contrary to… Read More »The True Value Of Financial Planning