Should Grandparents have 529’s?
Maren O'Neill2023-10-28T15:31:57-06:00Giving to grandkids feels good, paying for their education pays for your Social Security...so what’s the downside of a Grandparent-owned 529?
Don’t Close the Backdoor (Roth IRA)
Maren O'Neill2023-10-22T12:39:50-06:00Backdoor Roth season is in full swing. You'll need to maneuver before December 31st, so here's what you need to know about Backdoor Roth IRAs!
How Fighter Pilots Save for College
Maren O'Neill2023-09-23T15:24:06-06:00College is expensive, but there are a lot of ways to save for college. Read on to arm yourself with the best tactics!
The Premium or the Pain
Maren O'Neill2023-09-15T08:03:07-06:00We all like our cards. They provide a lot of convenience. But what do we trade for that convenience?
When is the Best Time for Roth Conversions?
Maren O'Neill2023-09-08T10:59:13-06:00Roth Conversions are mysterious until they're not. They can lower your lifetime tax bill, which is the bill you should be worrying about!
Peak Stuff
Maren O'Neill2023-08-19T15:53:06-06:00Stuff is everywhere. Do you have enough? Too much? Is it time to declare “Peak Stuff?”
