Planning – Foster & Motley

What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®

By fostermotleywealthlife | March 1, 2023

While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Can’t you feel the legislative love?

In this episode, Emily Diaz, MAcc, CPA, CFP®, and Zach Binzer, CFP®, discuss the myriad of changes to the Secure Act and how they could be significant to you.

Emily and Zach share more about:

Secure 1.0 vs. Secure 2.0
Changes to RMD ages
Changes to contribution limits on retirement accounts
Changes to Roth accounts
And more

Connect With Emily Diaz and Zach Binzer:

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Is Your Cash Working for You? With Thom Guidi, CFA

By fostermotleywealthlife | February 8, 2023

What has your money done for you lately? The times are changing and interest rates are rising.

In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether that’s money you have set aside for an emergency or cash saved for spending you anticipate in the next year or so.

Thom shares more about:

Why cash yields are a topic of conversation right now
Your unique uses for cash
Where to look for the best interest rates on cash
And more

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A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

By fostermotleywealthlife | August 17, 2022

Have you considered opening up a 529 account? There may be more to consider than you realize!

In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.

Nick shares more about: