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Roll Kids’ 529 Plans Into Roth IRAs?

By Natalie Hayes Schmook, MBA, CFP, CVA, Hayes Wealth Advisors Q:  What is this 529 plan rollover? A: At the start of 2023, the Secure 2.0...

Is Your Portfolio on Track for Retirement? Use the 4% Rule

By Natalie Hayes Schmook, MBA, CFP, CVA The number one question I get regarding saving for retirement is: How much is enough? As a financial advisor,...
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