11 Mar 2024

Understanding New Rules: 529 Plan to Roth IRA Conversions

I’ve said for some time that college planning is hard. I discovered this the hard way, through my own situation. Both of my daughters are in college now, and I started 529 accounts for each of them the year they were born. I got a little tax deduction and the benefit of tax-free growth. When my older daughter was a freshman in high school, I realized the problem: even though… Read More

By Tags: , , , , ,
17 Jul 2023

You Better Think (think!) About Estate Planning

The Queen of Soul, Aretha Franklin, died in August 2018. Five years later, the battle over her estate ended after a two-day lawsuit that should allow her estate to finally settle. At issue was that Franklin left two wills behind, both handwritten (one tucked in a notebook under a couch cushion), and they were contradictory. Initially, her four surviving adult children thought there was no will since they couldn’t find… Read More

By Tags: , , , ,
4 May 2020

6 Things To Do (plus one bonus) If You’ve Finished Netflix

I’m a big fan of projects and of staying busy. Just ask my husband  – he’ll  tell you I have lists for lists (including a never-ending “honey-do” section for him). With spending more time at home these days, my project list is booming. I generally stay busy as a working mom with two young boys but this quarantine has forced me to reevaluate my lists. Some things (like homeschooling) were… Read More

By Tags: , , ,