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Expand your career,
skills + spiritual life.

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Erica Mathews, CFP® 11/8/25 Erica Mathews, CFP® 11/8/25

529-to-Roth Rollovers – What are they?

One of the most common college savings vehicles right now is a 529 plan. While 529 funds never expire and can be passed on to another family member by the account owner, circumstances sometimes arise where the account owner would like the money to remain the beneficiary’s. This is where the 529-to-Roth rollover over could make sense.

Erica Mathews, CFP® 6/5/25 Erica Mathews, CFP® 6/5/25

Navigating Uncertainty in Your Finances

As this year progresses, there are many uncertainties in the political, economic, and financial world. While tariffs are a major concern for many, there continue to be other uncertainties that also make navigating business and home life difficult.