Have You Switched Jobs Recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Wondering what to do with excess 529 savings?

If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact me to discuss your education savings options in more detail.

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Buying power: Will the U.S. consumer continue to drive growth?

With wages rising and a tight job market, we look for a healthy U.S. consumer to underpin continued economic growth in 2020. Read the full economic outlook in the latest edition of Global Insight.