Articles by Jessica Landis

  • Retirement Readiness

    Jessica Landis July 29, 2022

    People preparing for retirement often think that investment returns are the biggest factor in retirement sustainability. Returns are an important factor, but cash flow is the #1 driver of a retirement plan’s sustainability. If you are approaching retirement, it’s important to take these steps in understanding the risks of underestimating your retirement expenses.

  • Tips for Leveraging 529 Education Savings Plans

    Jessica Landis May 2, 2022

    You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give--supporting their education.

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