Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

Roth IRA

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The 529 to Roth IRA Rollover Opportunity in 2024

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The 529 to Roth IRA Rollover Opportunity in 2024

Thanks to updates in the SECURE 2.0 Act concerning retirement and education savings, 2024 brings the newfound flexibility to repurpose unused 529 funds for retirement savings—an option that wasn’t previously available.

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