News, Insight and Opinions

There's Still Time to Contribute to an IRA for 2019

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Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019.…

529 Plans and Financial Aid Eligibility

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If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility.…

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

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The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…

Tax Planning for the Self-Employed

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If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.…

Understanding Personal Tax Credits

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You may be paying too much income tax if you're not claiming all the tax credits for which you're eligible. Which of these might apply to you?…

Income Tax Planning and 529 Plans

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The tax benefits offered by 529 plans make them attractive, but it's important to evaluate the consequences of withdrawals and contributions before you invest.…

Can Tax-loss Harvesting Help You Save on Taxes?

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How do you harvest losses, and could it save you money? Here are a few things to consider.…

From the Archives

Maximizing Potential

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A Roth IRA is a solid investing option to look at when retirement planning. Especially if you’d like retirement savings that can be accessed tax-free.…

From the Archives

Balancing Act

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Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…

From the Archives

Juggling Act

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Prioritize your savings goals with help from an FNA advisor. Whether its retirement or college—or perhaps both—find financial direction you can trust.…

From the Archives

Retirement 101

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Retirement investing can be daunting. Incorporating personal circumstances into personal finance is a clear path toward a solid financial future.…