by Daly Andersson, CFA, CFP® | May 13, 2023 | Insights
A Guide to Tax-Advantaged Education Savings 529 Day is a day dedicated to raising awareness about the benefits of 529 plans and encouraging families to start saving for their children’s education- it’s never too soon to start saving! To help you get...
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by Daly Andersson, CFA, CFP® | Apr 20, 2023 | Insights
Top 5 Tips for Your Most Organized Tax Year Yet So, you filed your 2022 taxes, now what? Breathing a sigh of relief is usually a great first step. Did you spend hours hunting down your tax documents, filling out your tax organizer, and hoping you didn’t forget any...
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by Daly Andersson, CFA, CFP® | Mar 21, 2023 | Featured In The News
Recently, Daly Andersson was recognized and celebrated by The Lisa Rector Team, a team who understands the importance of women in the workforce, especially working mothers. As we celebrate Women’s History Month, it’s important to remember the incredible...
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by Daly Andersson, CFA, CFP® | Feb 15, 2023 | Insights
Learn more about the SECURE Act 2.0 and the ever-changing landscape for retirement accounts. At the tail-end of 2022, Congress passed new legislation called SECURE 2.0, which includes several important changes affecting current and future retirees. We have highlighted...
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by Daly Andersson, CFA, CFP® | Feb 12, 2023 | Featured In The News
Coming to a Bank Account Near You – Social Security’s Largest Increase Since 1981 Higher Social Security payments are hitting bank accounts everywhere, as the Social Security Administration granted an 8.7% raise for beneficiaries. The increase, the highest seen since...
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