529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.
Blog posts
Retirement might seem distant when you're in your fifties, but the decade leading up to your golden years is actually the most critical time for retirement preparation. Whether you're 55 and just starting to think seriously about retirement or already deep into your planning, this comprehensive 10-year countdown checklist will help ensure you're ready for this major life transition.
Blog posts
There's a lot of confusion around Health Savings Accounts (HSAs) and Medicare, and for good reason. Making contributions to your HSA after you're no longer eligible can lead to tax penalties and can be a headache to correct. Read on for what you need to know if you’re contributing to your HSA and preparing to enroll in Medicare.
Blog posts
When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.
Blog posts
What happens to debt when someone dies isn't as straightforward as you might think. This post covers which debts disappear at death and which ones families need to strategically plan for to protect inherited property.
Recipes
Is your kitchen bursting with fresh summer vegetables and wondering what to make? Mackey’s recipe is summer on a plate—simple, vibrant and full of flavor. Whether you just came back from the farmer’s market or your garden is in overdrive, this dish makes the most of the season’s best ingredients.
