Buddy Whitlow - Financial Advisor

Starting in 2024, you can roll your 529 Plan to a Roth IRA

You Can Roll Your 529 Plan To A Roth IRA Beginning In 2024 Paying for college is a big topic of conversation in my house. As parents like me struggle to figure it out, lawmakers have taken some steps to make it easier, including a recent rule change that allows you to roll money earmarked for education into a retirement plan.

10 Eastern Caribbean cruises for your next vacation

10 Eastern Caribbean Cruises to Book for Your Next Tropical Getaway Here are 10 Eastern Caribbean cruises to book for your next vacation, plus helpful tips.

Prepare now for your financial future. Contact me today to begin your journey.

Should you use a savings or checking account?

Savings vs. Checking Accounts: What's the Difference? Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

To Tip or not to Tip. The tipping culture is shifting.

'Out of control': No one knows how much to tip | CNN Business Customers are overwhelmed by the number of places where they now have the option to tip and feel pressure about whether to add a gratuity.