The “Big Beautiful Bill” (OBBBA) made significant changes to how families can use 529 plan funds. These updates broaden what counts as a “qualified education expense,” giving families and professionals more flexibility in how they use these savings. Expanded K–12 Expenses Until now, the only K–12 expense eligible for tax-free
When planning for retirement, one of the most common decisions you’ll face is whether to save in a Roth IRA or a Traditional IRA. Both are individual retirement accounts designed to help you grow your savings with tax advantages, but they work differently. Let’s break it down in simple terms
Finding yourself in a healthy and happy financial life means practicing better money habits. And, putting you and your family in the best position possible. Raising your income, having income that not employment related, mitigating taxes and positioning your assets in a way to provide maximum benefit for your family
