by Michelle Maton, CFP®, EA, CeFT™ As a part of the Coronavirus Air, Relief and Economic Security Act (CARES Act) RMD’s were waived for 2020.
by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a client asking for some advice. They
By The Planning Center, Financial Planner Schedule a Free Consultation College savings plans, which include 529 Plans, are a great tax advantaged way to save for
by The Planning Center New Orleans This article is based on, “How to Build and Maintain Meaningful Virtual Engagements” originally published by AdvisorNews. “I didn’t realize
By The Planning Center, Financial Planner Schedule a Free Consultation Zoom calls have taken over my professional and personal life. One topic that keeps coming up