Selected Provisions of Secure Act of 2019
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Required Minimum Distribution (RMD) to begin at 72 |
The age at |
College Transitions
By Philip Lee, CFP®
Julia, our daughter, started classes this week at Champlain College. Wow, does time fly by so I'm re-sharing my
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more
College Transitions
By Philip Lee, CFP®
Last week Kristen and Julia, our rising high-school senior, visited McGill University in Montreal, Canada. By all
by Philip Lee, CFP®
As the summer wind-down begins it is time to start thinking about upcoming financial planning deadlines:
Sept. 15: Deadline for your
