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New Year’s Resolutions

Last year, I made a New Year’s resolution that I actually kept. My resolution was to walk 10,000 steps every day. Background: my dog died unexpectedly on Halloween of 2021. A couple of weeks later, I realized that one of the big things I missed about her was our walks. Thanks to Oski, I went for a walk every day,…

SECURE 2.0 and 529 to Roth IRA Rollovers

The SECURE 2.0 Act, which was signed into law on Dec. 29, introduced a number of changes to retirement savings. One in particular is relevant to parents struggling with whether to save for college or retirement: SECURE 2.0 allows excess 529 funds to be rolled over to a Roth IRA tax- and penalty-free, beginning in 2024. This isn’t a blanket…

Does It Matter Where You Go to College?

Every year, just before Thanksgiving, the coming year’s Rhodes Scholars are announced. In response, I pen a paean to the diversity of undergraduate institutions attended by America’s best and most promising students as a reminder that plenty of colleges– not just the Ivies– prepare students to compete at the highest levels. Year after year, colleges like Clemson, South Dakota State,…

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