In Laymon’s Terms – August 2024
Erik Laymon, Portfolio Analyst
August 31, 2024

Could the Dog Days of Summer be over?  With the end of August approaching quickly, your planning & investment team

In Laymon’s Terms – July 2024
Erik Laymon, Portfolio Analyst
July 31, 2024

The heat of Summer is here! Meanwhile, your planning & investment team is hunkering down in the cool air-conditioned office

SECURE Act Update
Janel Cross, Managing Partner
July 26, 2024

New Rules for Inherited Retirement Accounts On July 18, 2024, the IRS issued final regulations for the SECURE Act of

In Laymon’s Terms – June 2024
Erik Laymon, Portfolio Analyst
June 30, 2024

As we transition from the warmth and stability of early summer into the heart of the season, Align Wealth Strategies

Q2 Newsletter
Janel Cross, Managing Partner
June 26, 2024

Dear Cautious Optimist, We hope this email finds you well. As we enter the summer months, we’re pleased to share our

How to Bounce Back Financially After Losing Your Job
Janel Cross, Managing Partner
June 21, 2024

Focus on Finances Stretch Your Savings: Once you’ve taken a beat to process your emotions, you’ll need to determine how

How to Prioritize Financial Goals as Your Life Becomes More Complex
Janel Cross, Managing Partner
June 7, 2024

Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest,

In Laymon’s Terms – May 2024
Erik Laymon, Portfolio Analyst
May 31, 2024

As we transition from the vibrant blooming of Spring into the warmth and stability of Summer, Align Wealth Strategies remains

Happy 529 Day!?!
Tyler Stief, Associate Advisor
May 29, 2024

The College Savings Foundations (CSF) started celebrating 529 day (May 29th) in 2021 to raise awareness of 529 college savings

Regulatory Update
Janel Cross, Managing Partner
May 17, 2024

At Align, we remain vigilant in monitoring both present regulations impacting the retirement plan industry and foreseeing future developments. This