by Joyce Streithorst | Jun 29, 2023 | College, Tax
NEW OPTION STARTS IN 2024 College can be expensive, and you have planned ahead! You have saved into 529 plans (education savings plans) and now that all your higher-education bills have been paid, you still have funds in the 529 plan. What are some strategies to...
by Joyce Streithorst | Jun 28, 2023 | Couples, Families, Financial Planning, Seniors, Women
FINANCIAL KNOWLEDGE IS PUT TO THE TEST ON TV GAME SHOW Jeopardy!, a show that bills itself as “America’s Favorite Quiz Show,” tests the knowledge of contestants on a wide range of topics by offering up a descriptive answer and seeking the “question” as a response....
by Joyce Streithorst | May 31, 2023 | Couples, Families, Financial Planning
HOW TO SAFELY AVOID PAYING UNNECESSARY COSTS There are lots of reasons you might rent a car, but the process of actually getting the vehicle can be more complicated than you realize when you are booking the reservation. Whether you’re flying to Florida with your...
by Joyce Streithorst | Apr 26, 2023 | Retirement, Seniors, Tax
WHAT YOU NEED TO KNOW ABOUT REQUIRED MINIMUM DISTRIBUTIONS (RMDs) When do I have to start taking required minimum distributions (RMDs) from my retirement account? You would think this is an easy question to answer, but as new rules go into effect, the age keeps...
by Joyce Streithorst | Mar 30, 2023 | Couples, Families, In The News, Seniors, Women
WHAT YOU NEED TO KNOW ABOUT THIS CRIME ON THE RISE Check washing is a crime that one can unfortunately fall victim to pretty easily, and it can be difficult to remedy once a fraudulent check has been processed on your account. While check fraud has been around for...
