How to Save for Retirement and Pay Off School Loans at the Same Time

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Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing […]

Roll Unused 529 College Savings Into a Roth IRA

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In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are in effect, and they could substantially impact your family’s financial future.  We’ll explain how the new law affects your unused 529 college savings account and […]