529 Plans Offer New Flexibility: Rolling Over Unused Funds to Roth IRAs​

Recent legislative changes allow for tax-free rollovers from 529 plans to Roth IRAs, enhancing retirement planning options.​

Icon of a person in purple color.Dan Nicholson

What 2025 Retirement Rule Changes Mean for Small Business Owners

New contribution limits, catch-up rules, and enrollment mandates could reshape how entrepreneurs manage retirement plans.

Icon of a person in purple color.Dan Nicholson

How Memory Loss Poses a Financial Risk to Seniors

Undiagnosed cognitive decline can lead to significant financial losses for retirees, primarily through poor investment decisions.

What Happens If You File Your Business Taxes Late?

Late tax returns can trigger more than just penalties—they can disrupt cash flow, damage lender trust, and cost you long-term growth.

Icon of a person in purple color.Dan Nicholson

Polyphenol-Rich Diets Linked to Improved Cognitive Function

New research highlights how antioxidants found in plant-based foods can enhance memory and support overall brain health.

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