Yearly Archives: 2026
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What To Do With A Leftover 529: More Options Than You Think
529 accounts are one of the most powerful education savings tools available. These contributions grow tax-free, and qualified withdrawals are tax-free too. But what happens when your child earns a scholarship, doesn't go to college, or you over-saved? You have more options than you might think. Your Options At A Glance Change the beneficiary: You can transfer the account to…More › -
Virginia Small Businesses: Big Changes Coming to Your Retirement Plan Rules
If you run a small business in Virginia, there is a major regulatory update coming that needs to be on your radar! Virginia has officially expanded RetirePath, the state’s mandatory retirement savings program. Starting July 1, 2026, if your business has 5 or more employees (including part-time workers), has been operating for at least 2 years, and doesn’t currently offer…More › -
Working for yourself? Don’t leave your retirement to chance.
When you’re self-employed, an independent contractor, or running a small business, you wear every single hat. You’re the CEO, the marketing team, the customer service rep and the head of HR. Because you don't have a corporate HR department handing you a 401(k) matching plan, saving for retirement easily falls to the bottom of your to-do list. But there is…More ›