The Social Portfolio : The Importance of Friends as We Age

Gen Z includes anyone born between 1997 and 2012. Described as the most diverse generation, Gen Z grew up with technology that previous generations did not. Although Gen Z is notable for using their devices and social media excessively, they are tech-savvy, ambitious,...

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024.  The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision...