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529 Plans and Financial Aid Eligibility

March 19, 2025
By Gray Strickland, AIFA® / Financial Advisor

How Should My Child Go About Selecting a College?

March 19, 2025
By Gray Strickland, AIFA® / Financial Advisor

Should I Save for College in My Name or My Child’s Name?

March 19, 2025
By Gray Strickland, AIFA® / Financial Advisor

529 Plans vs. Other College Savings Options

March 19, 2025
By Gray Strickland, AIFA® / Financial Advisor

529 College Savings Plans

March 19, 2025
By Gray Strickland, AIFA® / Financial Advisor

All About IRAs

February 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Recharacterizing IRA Contributions

February 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Charity as Beneficiary of Traditional IRA or Retirement Plan

February 20, 2025
By Gray Strickland, AIFA® / Financial Advisor

Charitable Contribution from IRAs

February 20, 2025
By Gray Strickland, AIFA® / Financial Advisor
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Can I still have a traditional IRA if I contribute to my 401(k) plan at work?

February 20, 2025
By Gray Strickland, AIFA® / Financial Advisor
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