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How to use a Roth for College Savings?

By Phil Tull | August 2, 2022

When it comes to college savings most people have heard about 529 plans, savings bonds, and custodial accounts. However, there is another player in the game that many overlook that provides a dual-purpose investment option. Custodial Roth accounts, known for their post-tax investment growth for retirement, can also have a place in the college savings […]

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5 Important Steps in Retirement Planning

By Drew Overton | June 27, 2022

The title of this blog may lead you to believe this is only for people within a few years of retiring. However, the inverse is true: the younger you are, the more important this information is for you. So, first off – what is retirement planning, exactly? It can sound like an overwhelming and far-away […]

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All About the Recent Statement from the President on Student Loan Repayments

By Ashley Albertson | April 7, 2022

When President Joe Biden first came into office January 2021, he immediately paused the federal student loan repayments for borrowers. Due to the economic upheaval brought on by the global COVID-19 pandemic, many Americans were struggling to pay their bills and stay afloat. President Biden and Vice President Harris were very passionate about this moratorium, […]

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