by admin | Nov 4, 2024 | Wealth of Ideas
By Rob Clark, CFP® Managing Partner and President Ruggie Wealth Management While a 529 plan has long been a popular choice to save for educational expenses, (typically your child’s), a provision in the SECURE 2.0 Act passed in 2022, allows leftover funds from a 529...
by admin | May 15, 2024 | Wealth of Ideas
By Thomas H. RuggiePublished in KiplingerMay 15, 2024 Starting a successful company is hard work. It requires everything you have and then some. For an entrepreneur, finding a wealth manager who understands their unique ethos is key. They’re looking for proactive...
by admin | Jan 22, 2024 | Wealth of Ideas
In this episode of the What Matters Podcast, Thomas joins Mike and Ashley to talk about the rapidly changing landscape of wealth management, delving into the future of the industry, and exploring emerging trends and technologies. They also discuss the importance of...
by admin | Dec 14, 2023 | News
This prestigious ranking, announced April 26, was the first of its kind awarded by USA Today and Statista Inc., the world-leading statistics portal and industry-ranking provider. USA Today and Statista selected the Best Financial Advisory Firms 2023 based on two...
by admin | Nov 30, 2023 | News
We’re excited to announce that our independent RIA Destiny Wealth Partners has been ranked among the 2023 75 Fastest-Growing Fee-Only RIAs. According to Investment News, “these firms are being celebrated for the growth they’ve achieved and assets...
