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Resolutions for 2013

The New Year’s holiday is a great time to reflect on what’s really important to us. Spending time with family and friends can help us get focused on where we’re at right now and where we want to be in a year. We have the time to ask questions and make sure things like our investment strategy still match our goals. It’s also a natural time to think about making changes…

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Can You Turn a 529 into a Roth IRA?

Would you like to fund a 529 plan for your child or grandchild and don't want them to incur penalties when withdrawing the unused funds? If so, this article explains what you need to know about transf

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