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Prevent Family Feuds Over Personal Belongings with the Right Plan
Your personal belongings aren’t just "things"; they’re a part of your story, tied to moments, experiences, and connections with your loved o
Adela Iturregui
Oct 20, 20244 min read
Navigating End-of-Life Decisions: Ensuring Your Wishes Are Respected
Let’s face it: end-of-life decisions are tough, and they often come sooner than we expect. In a society that’s aging faster than we...
Adela Iturregui
Oct 13, 20244 min read
Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
Adela Iturregui
Aug 19, 20242 min read
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
Adela Iturregui
Mar 13, 20244 min read
New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
Adela Iturregui
Mar 5, 20242 min read
