As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

There’s a new rule in place that makes 529 plans an even more attractive way to save for your child’s education. As of last ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

From standard deduction amounts to tax brackets and Medicaid cuts, here’s what individual filers need to know about tax ...

The IRS raised 2026 tax brackets and deductions, giving retirees more room to keep their income tax-free. Here's how to make ...

A surge in COVID emergency funding has allowed district leaders add more dual credit classes and practical training for today ...

During the 2025 Legislative Session, the Colorado General Assembly enacted multiple laws affecting real estate and ...

One way to keep your retirement healthcare costs under control is to make smart Medicare decisions. But whether you're ...