Robert Cesario

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Big Changes to 529 Plans: Roth Rollovers, FAFSA Updates, and More

By Robert Cesario / July 30, 2025

Recent changes to 529 college savings plans, especially those introduced by the SECURE 2.0 Act, are making these accounts even more flexible and valuable. Though legislation passed in 2022, several […]

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Insurance Basics and When it’s Time to Review

Insurance Basics and When it’s Time to Review

By Robert Cesario / July 16, 2025

Home Insurance Home insurance protects your home and the belongings inside it in the event of damage caused by fire, hail, tornadoes, or other covered events. The exact coverage depends […]

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woman at laptop with a stethoscope sitting nearby

Is a Health Savings Account (HSA) Right for You?

By Robert Cesario / July 9, 2025

Overview A Health Savings Account (HSA) is a tax-advantaged savings account that allows you to set aside money tax-free for qualified medical expenses. Unlike Flexible Spending Accounts (FSAs), your HSA […]

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