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Posts Tagged ‘saving for retirement’

June 24, 2024 Weekly Update

By angelicacomahig | June 24, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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How Much Income Do I Need in Retirement?

By angelicacomahig | June 24, 2024

Today’s topic is something everyone who is thinking about or in the middle of retirement planning is concerned about: how much money do I need in retirement?   How do I…

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529 Plans to Roth IRA – How it Works

By angelicacomahig | January 16, 2024

The SECURE 2.0 Act changes the rules a little bit for someone who is in the middle of retirement planning and wants to help pay for a child’s education using…

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