by Mark R Tracy, MBA, CFP® | Replays
Hosted by: Enduring Wealth Advisors® Guest Speaker: Geoff Williams Download transcript When planning and saving for a future educational expense, the Section 529 plan rises above all the others. It is the only one with tax benefits, which allows enough funding to pay...
by Mark R Tracy, MBA, CFP® | Enduring Principles, Financial Plan, Recent Posts, Retirement
Discover the keys to pursuing a fulfilling and secure retirement. Staying socially connected, saving consistently, maintaining a healthy lifestyle, planning for future care, and preparing for retirement on your own terms. Learn how proper money management and aging in...
by Mark R Tracy, MBA, CFP® | Beneficiary, IRA Accounts, Retirement, Running Money ®
Ready to dive into the world of ROTH IRAs? Great choice! These retirement accounts can be beneficial when pursuing a solid financial future, especially if you are not a big fan of taxes. Let’s break it down in plain, understandable terms, shall we? What is the...
by Mark R Tracy, MBA, CFP® | Enduring Principles, Financial Plan, Recent Posts, Retirement
The new year brings a fresh start and a chance to take control of your financial future. Check out our blog for financial resolutions to help you pursue your retirement goals and feel confident in your financial security. From fully funding your emergency fund to...
by Mark R Tracy, MBA, CFP® | Financial Plan
Happy New Year! It is the perfect time for couples to get together and set their own financial goals for the upcoming year and make resolutions about their personal life, business life, and finances. Setting goals together may strengthen your relationship and help you...
