Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, May 28, 2021

The 529 College Savings plan is an incredible planning tool. As a parent who has actually used these accounts to pay for my kids college, I have seen first hand how useful they can be. Grandparents will often ask if they should...

 

Saturday, November 10, 2018

These days we have quite a few websites that have passwords. Additionally, we have many digital assets stored on the web. Things like ebooks, music, and movies can be accessed online. What happens to these things when you pass away?...

 

Monday, October 29, 2018

Normally, you can not roll over another person's IRA into your own. If you inherit an IRA from your parents, for example, you need to put it into an inherited IRA. However, the spousal roll over is an option for married couples. The...