Avoid Probate for your College Savings 529 Account

11.25.2025

Good news to 529 account owners – you’re on the right track saving for your young person’s college expenses! Though there is potentially one more step to consider: adding a joint owner or successor owner to your college savings 529 account.

DOT.com and 2007 again? Stick to the Plan

11.19.2025

It was the dot.com implosion of the stock market when I started in the business as a financial advisor and people were coming off a massive stock market crash.  One that was preceded by people piling into tech stocks and tech stocks mutual funds.  Some people who retired in 1999 had to return to work in 2003 as a result.