Ric Komarek, CFP®Big news for education savings! Recent law changes have made 529 plans more flexible than ever. They can now be used for K-12 costs, skilled trades, and professional certifications. Here’s a breakdown of what you need to know
Ric Komarek, CFP®Your guide to California's key financial ages. From Medicare at 65 to RMDs at 73/75, plus the crucial documents your adult kids need now
Ric Komarek, CFP®A new tax law is here. I've broken down the key changes, from permanent tax cuts to new deductions for seniors, to help you understand what it means for you
Ric Komarek, CFP®Stop the annual tax scramble. Here are 5 year-round strategies to help you plan proactively, manage your tax burden, and protect your hard-earned retirement savings.