Personal Finance

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Three Options for Excess 529 Plan Funds
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Young Adults Take “Risky” Actions to Save on Health Care Costs
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How to Get Your Finances in Order Before Year End
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What are IRA, 401(k) and 403(b) Early Withdrawal Penalties?

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Disclaimer: While I am an accountant, I am not an attorney or a financial advisor, nor am I holding myself out to be. The information contained in this website is not intended to be a substitute for tax, legal or financial advice that can be provided by your own attorney, accountant or financial advisor. Although I take care to provide information for my readers, I cannot be held responsible for any errors or omissions, and I accept no liability whatsoever for any loss or damage you may incur. Always seek tax, financial and legal counsel related to your specific circumstances as needed for any and all questions and concerns you now have, or may have in the future. By viewing this website or anything made available on this website, you agree that the information contained on this website is not legal or financial advice.

Personal Finance

Three Options for Excess 529 Plan Funds

Young Adults Take “Risky” Actions to Save on Health Care Costs

How to Get Your Finances in Order Before Year End

What are IRA, 401(k) and 403(b) Early Withdrawal Penalties?