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529 Plan Distribution Options

September 15, 2021 529 Plan Distribution Options By Paul Miloe, CRPS® With several schools back in session and others starting soon, many parents are setting budgets for private tuition and college. Those who funded 529 plans have the accumulated funds as an available resource, but most aren’t totally clear on how they can be used. 529 [...]

September 20th, 2021|

Summer Volatility Heating Up

Summer Volatility Heating Up July 8, 2021 This summer and the second half of the year could be marked by more market volatility, as investors become less complacent about growing risks and momentum fades. Bond investors have been bidding up bond prices, sending 10-year Treasury yields lower, to under 1.3% (from 1.75% just a few [...]

July 8th, 2021|

What About Speculation?

June 14, 2021 What About Speculation? Phil Albitz, CFP® Hi Everybody, It’s that time we send out our every other month email blog. We try our best to provide interesting and timely information. We get a lot of good feedback on this method of staying in touch with you. We appreciate the comments. I’m going to [...]

June 14th, 2021|

Plan Sponsors – Mandatory 401(k) Plan Restatements

June 11, 2021 Plan Sponsors – Mandatory 401(k) Plan Restatements By Paul Miloe, CRPS® Plan Sponsors – Mandatory 401(k) Plan Restatements Approximately every 6 years, the IRS mandates that all employers restate plan documents on their qualified plans (401(k), 403(b), defined benefit, etc.).  Due to tax law changes and other factors, many retirement plans will have [...]

June 11th, 2021|

Series I Savings Bonds

June 10, 2021 Series I Savings Bonds By Clete Albitz, CFP® Investors are increasingly concerned with ways to protect their savings from rising inflation. Series I Savings Bonds are a unique asset that can meet this objective. These savings bonds are issued by the U.S. Treasury and the current annual yield is 3.54%. This rate is [...]

June 11th, 2021|
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