Volunteer Vacations They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about [...]
Plan Ahead to Ease Travel Headaches Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. In order to help ease the stress of traveling, review guidance from the officials who oversee our nation's travel rules and regulations. The Transportation [...]
529 Plans: Taking Distributions Parents looking to take advantage of the many benefits of a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status -- and which do not.1 In Publication 970, the IRS gives detailed guidance on qualified [...]
401(k) Decisions -- You Can Take It With You If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may [...]
A Letter To Our Clients August 1, 2019 Dear Valued Investor: This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major [...]
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