JJ Lester, CFP®

Retirement Plans for the Self-Employed

Retirement Plans for the Self-Employed

Participating in an employer-sponsored retirement plan is one of the best ways to save for retirement – especially if they match your contributions. But what about for those who are their own employers? According to a recent study, the number of...
What to Do if You Have an Overfunded 529 Plan

What to Do if You Have an Overfunded 529 Plan

With outstanding student loans now exceeding one trillion dollars, there’s a big emphasis on what can be done to relieve families of the burden of student loan debt. However, some families face another problem – they saved too much money in a 529 college...